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Grandview Partners

EST. AUM
$800,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number 326984
Website grandview.partners
Client types

Overview

Grandview Partners is an independent advisory practice that manages approximately $800 million in client assets. The firm recently joined the Kestra Financial platform, where it operates as a team of Certified Financial Planner™ professionals. Grandview focuses on balancing financial and personal objectives for clients across the length of their lives, utilizing a high-touch, collaborative approach for retirement, estate planning, and wealth accumulation, reflecting its deep Central Massachusetts roots.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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