• We build
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    Our passion is to uncover what is truly important to you.

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  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

When it comes to managing your investments, our team of professionals follows a disciplined, time-tested process that is driven by delivering trust, transparency and accountability. Learn More

Risk Management

Our team of Insurance Specialists will work to identify risk exposure, in order to minimize potential damage of an unexpected life event. Learn more

Tax Planning

Our team of CPAs will identify opportunities you may have to help manage the impact of taxes on your financial efforts. Learn more

Wealth Planning

At Graves Financial, we believe that True Wealth requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation. Learn more

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Learn more

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Personalized Wealth Management

Graves Financial’s mission is to inspire our clients to pursue their True Wealth (desired goals in life and through legacy). We do this through education, communication and personalized service that exceeds their expectations. We are a wealth management firm in Glendora, CA serving affluent families, business owners, executives and institutions. Our team provides a high level of service for our local and national clients in financial planning and investment management. Contact us today and let Graves Financial help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Glendora, California, Graves Financial serves affluent families, business owners, executives and institutions. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Graves Financial’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary March 20, 2017

After a quiet beginning to the week, the markets reacted to the expected interest rate hike with stocks soaring and Treasury yields falling. According to the meeting, the Fed’s stance on further rate hikes has changed, taking on a more dovish stance with no more than two additional rate increases this year. Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Monthly Newsletter
March Monthly Newsletter: Billions of Reasons To ...

For colder climates, the month of March can give those who have experienced months of bitter winter temperatures and decreased sunlight a lot of things to look forward to. The first day of Spring. Daylight Savings Time. Spring Training baseball. Saint Patrick’s Day. NCAA March Madness.

Unfortunately, the changing of the season also gives us the opportunity to perform the annual guilt trip/rite of passage – spring cleaning. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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Blog
Helping Your Loved Ones with Long Term ...

Published by Mike Schudel and the Carson Institutional Alliance Investment Committee

Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – especially with our families as there can be so many emotions and unknowns involved. Read more

Video
How Millennials Can Pursue Financial Success

Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to leran how a trusted financial advisor can help. Read more

    Blog post
  • Charitable Planning with a Donor-Advised Fund

    Published by Ben Goethel, Director of Wealth Enhancement

    Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of improving quality of life. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: March 13, 2017

    Equity markets remained calm for most of the week, digesting the employment report without much fanfare. According to Automatic Data Processing (ADP), a human resources and payroll company, private payrolls increased 298,000 against an expected 190,000. This was the strongest monthly increase in nearly three years.

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