You have dreams and plans for your future. But realizing those goals requires more than good intentions – it takes thoughtful and effective financial planning. That’s where we can help. We’re Grandview Wealth Management.

As a valued client, you can take advantage of our comprehensive planning services and tap into independent guidance and extensive resources

Our success is tied directly to yours, so we work diligently every day to earn your trust. We help to support your goals by providing personalized guidance at every turn. All the advisors at Grandview Wealth Management have a broad range of investment planning experience and can help you through all aspects of financial planning.


Financial Planning includes:



Education Planning

Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education. Luckily, there are a number of government-encouraged...

General Investment Planning

Why Investment Planning is Important It’s been said: What you sow, so shall you reap! When it comes to enjoying the fruits of your investment, truer words were never spoken. Even if you don’t have thousands of dollars to invest, simply taking the time deciding where to “park” the money until you...

Risk Management & Insurance Planning

Why Insurance Planning Is Important Without proper planning, be it Investment Planning, Retirement Planning, or Estate Planning, you’ll likely not invest successfully, retire comfortably, or leave a meaningful legacy for your beneficiaries. And without a well-thought-out Insurance Plan, every one of...

Estate & Business Succession Planning

Why Estate Planning is Important If you wish to leave behind a lasting legacy, whether it’s for family and loved ones or a charitable institution, then you need to put a well-thought-out Estate Plan in place, so your legacy is established in accordance with your wishes. Without such a Plan...

To help you pursue your goals, our firm draws upon the vast resources of LPL Financial, the largest independent broker dealer in the country*, as well as Good Life Advisors, LLC, a registered investment advisor located right here in Pennsylvania. 

* As reported by Financial Planning magazine, June 1996-2020, based on total revenue.