Grace Financial Advisors LLC

Overview

Grace Financial Advisors LLC is an independent RIA focused on serving individual and family clients through fee-based financial planning and portfolio management. The firm blends discretionary portfolio management with hourly financial planning and also operates as an insurance broker, offering annuities alongside advisory services. Its business activities include educational seminars and workshops, indicating a client-facing, advice-driven model rather than institutional capital allocation. Investment preferences skew toward listed equities and ETFs as the primary building blocks of client portfolios, with a stated preference for equities. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser; it remains concentrated on private individuals and small businesses. Grace Financial Advisors LLC uses both discretionary and non-discretionary mandates, suggesting flexibility in how it implements client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices