About Us

Experienced. Credentialed. Independent.


About Us

Our Company Overview

Grand Capital Advisors is a fee-only, independent Registered Investment Advisory (RIA) firm located in Grand Blanc, Michigan and serving clients across Michigan and the U.S. We primarily work with clients who are 50+ and/or within ten years of retirement. Most of our clients have investable assets of $1 million or more but we’re happy to speak with anyone about their financial future who would like to be a millionaire.

We specialize in retirement planning, tax planning, and investment management. Our fiduciary commitment ensures that we always prioritize our clients' best interests – 100% of the time. Whether you're an individual, couple, non-profit organization, foundation, or endowment, we offer tailored financial solutions to help you achieve your unique goals.

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Full-Time Fiduciaries

Experts agree you should work with a firm that will put in writing that they and their employees work as full-time fiduciaries. Grand Capital Advisors and all their employees are full-time Fiduciaries.

Our Fiduciary Pledge
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Fee-Only Advisor

Experts agree that you should only work with firms who are fee-only advisors. Being a fee-only advisor means that our decision making will not be compromised by revenue from outside firms. Our allegiance is to our clients.

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Highly Qualified

We have credentials and experience. Most financial advisory firms are staffed by salespeople. We are proud of our qualifications and experience as money managers and financial planners. See our bios for more information.

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Our independence gives us the freedom to do what is right for our clients without corporate pressure to drive firm revenue at the expense of our clients.

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Registered Investment Advisor (RIA)

Experts agree that working with an RIA is the best way to build and maintain lifetime wealth. We are a Registered Investment Advisory firm – not a brokerage firm, insurance company, or bank. In fact, we have no affiliation with any banks, brokerage or insurance companies.

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Evidence-Based Investment Management

The evidence speaks for itself. Since we’ve spent decades managing money and constantly learning, we’ve built an impressive process for investing our clients’ assets by keeping abreast of the best-in-class solutions. 

About Us

Our Investment Philosophy

  • Broad global diversification reduces risks and enhances returns
  • Minimizing taxes and investment costs is a sure way to increase after-tax returns
  • Risk and Return are related, and temporary risks should be distinguished from long-term risks
  • Greater exposure to the right risk factors leads to higher expected returns
  • Dynamic rebalancing captures price increases in up markets and seizes opportunities in volatile markets
Grand Capital Advisors is here


Frequently Asked Questions

What is "evidence-based investing"?
What is "goals-based investing"?
What is a "fiduciary advisor"?
What is the significance of holding the CFA® designation?
What is a "fee-only" advisor?
Who makes investment recommendations?
What is a "Registered Investment Advisor?"
What is a “Dual-Registered Advisor”?

Let’s Talk

Need help? Schedule a free consultation today.

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