From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.Read more
Advice in Common Language
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Graves Financial, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Graves Financial we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
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
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
Our team of Insurance Specialists will work to identify risk exposure, in order to minimize potential damage of an unexpected life event. Learn more
Our team of CPAs will identify opportunities you may have to help manage the impact of taxes on your financial efforts. Learn more
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
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Learn more
Personalized Financial 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 financial 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.
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.
Headquartered in Glendora, California, Graves Financial serves affluent families, business owners, executives and institutions. Contact us today to speak with a financial advisor or financial professional nearest you.
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