Let's put your plans in motion
Welcome to The Grove Financial Group. We believe your financial life should give you confidence, not confusion. That’s why we take a holistic approach- helping you navigate investments, retirement, insurance, tax strategies, and life’s big decisions with clarity and purpose. Our goal is simple: to create a plan that supports the life you want to live, today and for generations to come.
Frequently Asked Questions
What makes your financial planning approach different?
At The Grove Financial Group, we take a truly holistic approach to financial planning. While many financial advisors focus solely on managing investments or selling insurance products, we believe your financial life deserves more than a one-size-fits-all solution.
We look at the full picture of your goals, values, income, taxes, risk tolerance, estate planning, and more to craft personalized strategies that evolve with you over time.
Our goal is to be your long-term partner in building a confident financial future.
Can you work as a fiduciary?
Yes. When we work with clients on a flat-fee or assets-under-management basis, we are fiduciaries. That means we are committed to putting your best interests first, giving objective advice, and being transparent about any potential conflicts.
Why should I hire you instead of doing this myself?
Because even small mistakes can have big consequences. We help you avoid costly errors, spot opportunities you might miss, and create a plan you can count on. Managing finances well also takes time and focus. Many of my clients are fully capable but choose to delegate so they can spend their time on what matters most- while we handle the financial details.
Can you help my company set up workplace benefits?
Yes! We help small and mid-size businesses set up and manage workplace benefits like retirement plans, group insurance, and other employee benefits. We can also assist with ongoing education and support to ensure your team gets the most out of their benefits package.
Can I work with you if I live in another state? Do you offer virtual meetings?
Yes! We work with clients in over 15 states, and most of our meetings are virtual via video call. No matter where you live, you’ll receive the same personalized service.
How are you compensated?
We offer a variety of compensation models to fit the unique needs of our clients. Depending on the services provided, we may be compensated through:
- Flat-fee financial planning- a transparent, set fee for developing and implementing a customized financial plan.
- Assets under management (AUM)- an ongoing fee based on the value of the investments we manage on your behalf.
- Commission-based compensation- for certain investment or insurance products, where appropriate.
We'll always be upfront about how we're compensated and will clearly explain any costs before you move forward with any recommendations. Our goal is to provide advice that always puts your interests first.
I'd like to learn more, what's the next step?
Click here to schedule an intro call.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Wheaton Office
- Phone:
- 310-740-7158