Financial Planning

Gridley Associates Inc. provides comprehensive, Fee Only financial planning services to individuals and families. We specialize in clients with total assets of $1 million or more but will consider each client on case-by-case basis. Planning services are tailored to the needs of each client, ranging from comprehensive, in-depth financial plans to specific area reviews. Areas we normally cover include the following:

• Estate Planning and Administration

• Insurance Review

• Insurance Acquisition

• Tax Planning

• Retirement Review and Planning

• Education Savings

• Investment Allocations and Review

• Expense Management

• Capital Needs Requirements

Investment Management

Gridley Associates Inc. is a Registered Investment Advisor prepared to provide complete investment and wealth management services. We are equipped to assist in the selection and supervision of private money managers and/or directly manage stock, bond, mutual fund, retirement or trust accounts as the needs of the client may dictate. Because we are a fee only fiduciary, our advice is always geared toward the client's best interests. Neither Gridley Associates Inc. nor its employees accept commissions or third-party fees of any kind. The bedrock of our approach to investment management is to maintain balanced, low expenses portfolios.