Experts agree you should work with a firm that will put in writing that they and their employees work as full-time fiduciaries. Grand Capital Advisors and all their employees are full-time Fiduciaries.

Experts agree that you should only work with firms who are fee-only advisors. Being a fee-only advisor means that our decision making will not be compromised by revenue from outside firms. Our allegiance is to our clients.

We have credentials and experience. Most financial advisory firms are staffed by salespeople. We are proud of our qualifications and experience as money managers and financial planners. See our bios for more information.

Our independence gives us the freedom to do what is right for our clients without corporate pressure to drive firm revenue at the expense of our clients.

Experts agree that working with an RIA is the best way to build and maintain lifetime wealth. We are a Registered Investment Advisory firm – not a brokerage firm, insurance company, or bank. In fact, we have no affiliation with any banks, brokerage or insurance companies.

The evidence speaks for itself. Since we’ve spent decades managing money and constantly learning, we’ve built an impressive process for investing our clients’ assets by keeping abreast of the best-in-class solutions.