The Financial Grove LLC

Overview

The Financial Grove LLC is an independent, individual-owned RIA organized as an LLC that serves individual and family clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, selection of third-party advisers and educational workshops. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and identifies itself as a capital allocator and an active ESG investor. It is not positioned as a multi-state adviser or pension consultant and is not identified as a related adviser to another firm.

Assets & Accounts

Public Holdings

Investments & Alternatives