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Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

 

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

 

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.  

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at 970-242-7100 or LPL Client Services at 800-558-7567 any time.

We are always here for you.

Grand River Financial Partners...

helping families pursue financial peace.

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Bump in the road, or tragedy?

Lillian Dickson said, "Life is like a coin. You can spend it any way you wish, but you only spend it once."

So we're breezing along through life, living everyday to its fullest when someone close to us loses their significant other, loses their job or their business, or severely injures themself doing something they enjoy and before they know it...their life is turned a bit upside down -- bump in the road or tragedy?

What if that someone had taken time earlier in life when they were saying things like "life is a breeze" to consider such curveballs being thrown at them? They have prepared themselves to deal with the financial aspects of such an event and while there is still pain, having financial confidence -- well "priceless."

At Grand River Financial Partners we want to help people (individuals, families, small business owners, retirees) find that financial confidence and keep life's curveballs to a "bump in the road" NOT tragedy!

At Grand River we specialize in listening to our clients, helping them sort through questions they may have, and educating them as needed. We have structured our organization to help clients work towards their financial goals through a wide range of financial services. We offer clients an independent approach to planning and investing. Our services include, but are not limited to the following:

  • College Savings Planning - save for higher education costs for your child or other loved ones or yourself.
  • Retirement Planning - design an investment strategy to help you towards your retirement goals.
  • Tax-Advantaged Investing - to help reduce your tax liability and let more of your money work for you. Investment Portfolio Analysis - to keep you informed of how your investments are performing, and to make adjustments as needed.
  • Estate Planning - for preservation of wealth from generation to generation.

We offer a variety of methods to help manage client goals...

  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor
  • Advisory
  • Guided Wealth Portfolio
  • Direct Investments
  • Mutual Funds
  • Variable and Fixed Annuities
Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest.

If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

New!

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

Guided Wealth Portfolios

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