The Financial Grove LLC

Overview

The Financial Grove LLC is an independent, individual-owned registered investment advisor that focuses on serving individuals and families. Its services combine financial planning, portfolio management for individual and small-business clients, and educational seminars or workshops. The firm charges clients via a mix of asset-based fees, hourly fees, and fixed fees rather than relying on commission-based compensation. The advisor identifies as an active ESG investor, which suggests environmental, social, and governance factors are considered in portfolio construction and manager selection. The firm is not positioned as a capital allocator; its practice appears centered on direct client advisory work and delegated portfolio management rather than wholesale third‑party fund placement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices