Since graduating as an accountant from Villanova University in 1981, Grant has 40 years’ experience helping closely held business owners, professionals, and high net-worth individuals achieve their financial ambitions. Grant supports clients in complex retirement program design, Special Need Trusts, business succession and transfer issues, and customized investment programs for both business and individual clients. Grant is relationship-oriented and client-centered, providing a real human touch to all who work with him.
Over the years, Grant has expanded his knowledge base by studying and passing rigorous tests to achieve several advanced planning designations from The American College, NAPA, and FINRA, most recently he earned the Certified Plan Fiduciary Advisor (CPFA). Individuals who earn the CPFA can offer 3(21) services to retirement plans, lending additional credibility to his work with individual and corporate retirement plan sponsors. The CPFA designation provides a framework for helping clients meet important fiduciary responsibilities.
Grant has earned numerous awards and accolades, in fact, he is in the Hall of Fame with three different Insurance companies for his dedication and work achievements. To mention a few of his awards:
The Maury Stewart Award | Blue Chip Award | Diamond Advisor of the Year | Financial Advisor of the Year | The Golden Eagle
Grant lives in Malvern, PA, has three children and 6 grandchildren. Outside of the office, Grant loves to spend time with his grandchildren, play golf and travel.
None of the listed recognitions are indicative of the recipient’s future performance or success.