You've got the goal. We've got the plan.
We’re Certified Financial Planners™, experts at looking at your whole financial life. And we’re actual people who will get to know you — because you’re more than your name and account balance.
Thinking about buying a house? Getting ready to start a family? Looking to make your money go further? We’ll help you understand the impact on your finances and guide you on next steps.
We’ve compiled decades of research to create a robust financial planning engine that enables our advisors to give you personalized advice at a fraction of the cost of a traditional advisor.1
It’s true: money never sleeps, and your money doesn’t take weekends off. Neither do we. Email, chat, or text us anytime (seriously!) with questions.
Grove is a Registered Investment Advisor and we hold ourselves to the fiduciary standard of care — to act solely in your best interest when offering personalized financial advice. In addition, the creation of your financial plan will be overseen by a Certified Financial Planner™.
In addition to collaborating with you to create a financial strategy, we can help answer questions about your important money moments.
Does it make more financial sense for me to buy a home, or is it possible to build equity while renting?
How large of a down payment is needed, and does it actually make sense to pay more towards my principal each month?
In addition to the mortgage, what associated fees or costs should be planned for?
How might equity impact my ability to meet my short and long term financial goals?
What should I be thinking about as my company approaches an IPO?
How can I best manage a sudden windfall?
How do you plan for childcare and education costs?
How will the uptick in regular recurring expenses impact monthly cash flow and other financial goals?
How should insurance coverage and emergency funds be adjusted?
Questions about Grove? Schedule a demo and understand if we’re right for you. Or, check out our frequently asked questions