Grant A. Meyer, CFP®, BFA, Certified Grief Educator
Founder | Financial Planner
Grant began his career in the financial advising industry in 2008, driven by the realization that financial planning can be about building relationships and supporting people in various aspects of their lives.
He enjoys discussing clients’ aspirations, not just financially, but also in their careers, relationships, fitness, and nutrition goals. The greatest compliment a client can give Grant is allowing him to bring positive energy into their lives. He finds immense satisfaction in helping clients achieve their dreams and navigate life’s complexities with confidence and clarity.
Proud Father
Grant has two wonderful daughters. He tries to be present when he's with them so he can enjoy every moment. Ask about their daily affirmations!
Rockstar Runner
Grant is hooked on running! Sometimes his best ideas come in the middle of a run. Proudest moments? Completing a 50-Mile trail race in the Appalachian foothills and his mile PR at 4:59 after months of training!
Podcasts
Self-improvement, mindset, and performance are all categories of interest to Grant. He is always challenging himself to grow and become a better version of himself.
Geekiest Moment
Grant built his first computer from scratch -- he doesn't get scared when he sees code and enjoys digging into tech!
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More About Grant
Grant loves helping clients navigate their financial journeys with confidence. As a proud father to two daughters, Liv and Sydney, he cherishes every moment with them and enjoys coaching their soccer teams.
Running is Grant’s go-to for clearing his head and sparking great ideas. Whether he’s training for a race or enjoying a morning jog, it’s a key part of his routine.
He also loves listening to podcasts on finance and self-improvement, always looking to grow both personally and professionally.
Grant’s approach to financial advising is all about building strong relationships and understanding his clients’ unique goals. He provides thoughtful, personalized advice to help them achieve their dreams. Balancing his professional dedication and his role as a father, Grant lives a life full of purpose, passion, and continuous growth.
Work With Widows
The death of a spouse is a life-shattering event. Grant's goal is to help you navigate your money questions to allow you to spend less time on financials and more time working on yourself and hopefully getting the love and support you deserve.
Grant has helped many widows through volunteering with Wings for Widows since 2020, speaking at local grief groups, and pro bono work at events for widows and widowers. He's honored to have been recognized as Coach of the Year at Wings for Widows.
Grant began volunteering in the grief community after helping a client with the loss of her husband. He realized there are so many new financial decisions you're faced with, all while your world has been flipped upside down. From then on, he's found fulfillment in providing help and support to widows and widowers to tackle urgent financial questions and feel more confident with their financial outlook.
Grant looks forward to meeting you, hearing your story, supporting you, and taking control of your finances.
