Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.Read more
Advice in Common Language
Straightforward Fees
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)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
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
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
Financial 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
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.
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.
Carson Partners
Carson 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.
Our Locations
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.
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
Market Commentary: Rise in COVID-19 Cases Leads ...Retail data were mixed last week. U.S. retail sales rose 0.3% in October and are now 5.7% higher than one year ago. But as Figure 1 shows, the increase was the smallest since the recovery began. Increased coronavirus cases in October likely pressured purchases lower and moved consumers online. Non-store retailers reported a 3.1% increase in sales.
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Video
How the Election Results Could Impact Your ...Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into Biden’s tax and retirement platforms. Click Here to Watch the Webinar
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Monthly Newsletter
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Blog
How the Results of the Election Could ...The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.
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News
3 Roth Conversion Traps To Avoid After The ...Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
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Special Update A second COVID-19 vaccine announced very positive results in its initial trial. A biotechnology company announced Monday their COVID-19 vaccine was more than 94.5% effective. The study also showed there were few side effects observed in the vaccine trial. The effectiveness is very high and will likely give the world two vaccines to start protecting people in coming months.Read more
