We are looking for financial advisors and insurance agents who are yearning for true independence.  We also realize that independence sometimes requires the advisor to focus on tasks unrelated to advising their clients.  That is where we come in.  Grandview Wealth Management, in cooperation with LPL Financial & Good Life Advisors, has a process in place to assist you in your transition and take the administrative tasks off your plate.  Some of the ways that we assist our advisors are:

  • Transition Support
  • Real Estate & Technology
  • Business & Social Media Management
  • Business Coaching
  • Investment Research & Management
  • Insurance Services
  • Group Benefits
  • Virtual Practice Management
  • Financial Planning
  • & More…

Let us have a conversation today about your practice, your goals, and most importantly…your independence.  Please call Philip Webb at 724-200-7070 or email him at 

We understand that the decision to change firms isn’t an easy one, let our experience help guide you along the way.