Grossman Financial Management, a Registered Investment Advisor, is an independent financial advisory firm providing comprehensive financial planning and asset management services on a fee-only basis and in a fiduciary capacity.
Comprehensive financial planning is the process of formulating, implementing, and monitoring financial decisions in order for an individual or family to achieve their financial goals: Facilitating this process is the primary mission of Grossman Financial Management.In the final analysis, financial success is in the eyes of the beholder.
Comprehensive financial planning is the process of formulating, implementing, and monitoring financial decisions in order for an individual or family to achieve their financial goals: Facilitating this process is the primary mission of Grossman Financial Management.In the final analysis, financial success is in the eyes of the beholder.
Services
Grossman Financial Management, a Registered Investment Advisor, is an independent financial advisory firm providing comprehensive financial planning and asset management services on a fee-only basis and in a fiduciary capacity. Services are designed to optimally meet each client's specific needs and objectives through the careful application of prudent financial advice.
GFM's approach to investment management emphasizes the tight integration of investing with financial planning; this is because for most people investing is a means, not an end, to achieve goals which are best reflected in a financial plan.
Accordingly, each client's investment strategy is developed optimally by stress-testing alternative investment strategies within the context of that client's unique financial circumstances and, during implementation, investment performance is monitored in light of client goals codified in the financial plan.Using prudent experts to invest funds pursuant to the client's investment policy statement.
Accordingly, each client's investment strategy is developed optimally by stress-testing alternative investment strategies within the context of that client's unique financial circumstances and, during implementation, investment performance is monitored in light of client goals codified in the financial plan.Using prudent experts to invest funds pursuant to the client's investment policy statement.
An investment fiduciary acts in a professional capacity of trust and manages property for the benefit of another. The obligations of investment fiduciaries are precisely specified by law, such as the Uniform Prudent Investor Act and the Employee Retirement Income Security Act. The role of an investment fiduciary is fulfilled by recommending financial planning and investment strategies that are in the best interests of the client.
Mr. Grossman is the Principal of Grossman Financial Management, which he established in 1997. Mr. Grossman is a Certified Financial Planner, Registered Investment Advisor, and Accredited Investment Fiduciary. He has been professionally engaged in financial planning since 1983.
He holds the degree of Master of Business Administration in Finance from the Wharton School (University of Pennsylvania) and earned undergraduate and graduate degrees in economics from, respectively, the University of California, Santa Barbara, and Johns Hopkins University.For many years, Mr. Grossman taught financial planning in the professional financial planning programs at the University of California, Davis and Berkeley.
He holds the degree of Master of Business Administration in Finance from the Wharton School (University of Pennsylvania) and earned undergraduate and graduate degrees in economics from, respectively, the University of California, Santa Barbara, and Johns Hopkins University.For many years, Mr. Grossman taught financial planning in the professional financial planning programs at the University of California, Davis and Berkeley.
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