GROOVE FINANCIAL ADVISORS, LLC

Overview

Groove Financial Advisors, LLC operates as a small, insurance-focused financial firm organized as a limited liability company under individual ownership. The firm’s public profile indicates its primary activities are acting as an insurance broker and selling other financial products rather than operating as a conventional advisory capital allocator. It is not listed as an active ESG investor, is not multi-state, and is not described as a pension consultant or related adviser. Investment activity appears limited and product-driven: the firm leans on packaged investment products—primarily mutual funds—rather than direct, on-balance-sheet management of client capital or third-party hedge/alternative fund allocations. Its fee structure is recorded as “Other,” which, in the context of its business activities and insurance affiliation, typically reflects product- or commission-based compensation rather than a standard fee-only asset-management model.

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Location & Offices