Grow With Me

Overview

Grow With Me is an independent RIA organized as a limited liability company that advises individuals and families, with a particular emphasis on financial planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator, combining direct portfolio management with selection of third-party advisers and services. Its business mix includes insurance brokerage and accounting, which supports a multi-disciplinary approach to client financial needs. Investment-wise, Grow With Me shows a clear preference for publicly traded equities as the primary building block of client portfolios, while also incorporating mutual funds and targeted real-estate allocations through external managers. The firm charges a mix of percentage-of-AUM fees, hourly fees and fixed fees, which suggests it serves both ongoing wealth-management relationships and project-based planning engagements. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices