With 270,000+ Financial Advisors in the United States
You have numerous options for financial guidance — from robo-advisors that do all of the investing for you to large firms managing billions of dollars of assets.
Of those 270,000+ financial advisors:
are CERTIFIED FINANCIAL PLANNERS™ (CFP®)
are Chartered Financial Analysts® (CFA®)
are independent Registered Investment Advisors (RIA)
Our founder, Keith Beverly, is one of the few African American advisors at an independent RIA firm who holds both the CFP® and CFA® credentials.
What You Should Know About Us
In addition to being fiduciaries, each GRID Advisor is either a CERTIFIED FINANCIAL PLANNER™ and/or a Chartered Financial Analyst®, two of the most respected financial industry designations. With these credentials, we’re required to always put your best interests ahead of our own.
Our maximum client/advisor ratio of 50 to 1 is substantially lower than the industry average because we value truly getting to know you. The more personal and intimate our conversations are, the better our recommendations will be. This ratio enables us to build a portfolio and course of action tailored to you.
Our clients are overachievers committed to excellence in all facets of their lives; they work hard for their wealth and take nothing for granted. As such, we hold our advisors to the highest professional standards — requiring them to obtain multiple credentials to ensure our commitment to professional excellence matches that of our clients.
Technology enhances and streamlines our overall client experience. Advancements in recent years allow us to spend less time on rudimentary tasks and more time delivering on our value proposition: simplifying your financial life and helping you generate purpose-driven returns.
We worry about your problems so you don’t have to. What are your pain points? What keeps you up at night? Chances are, we have worked with clients with similar concerns. These experiences enable us to customize solutions according to your unique needs and goals while leveraging our network of trusted experts.
We are proud to partner with the moXY Financial Network — a group of multi-credentialed advisors committed to professional excellence and diversity in the financial planning field.