Grand Capital Management’s independent advisors who have found a recipe for success in the financial services industry.  We advocate for freedom, reduced liability, strong relationships, flexibility, independence, transparency, and value building in your business.  This is accomplished by distinguishing the differences between your financial planning practice & your business.  Our approach to the industry is unique in the sense that we teach advisors how to create a financial planning practice, while at the same time supporting like-minded advisors and their client relationships.

It’s our firm belief that people want to be in business with people they like and trust.  The best relationships contain both trust and loyalty.  We want to create those types of relationships with professionals in the industry, and build upon them as time goes on.

Grand Capital Management is committed to supporting your needs as the advisor and developing your practice. We’re not interested in setting you up for failure and frustration, but providing a platform and perspective on what we believe to be the best course of action for your practice & business moving forward.