An Evidence-Based Approach To Financial Planning & Investing.
We don’t believe in a one-size-fits-all approach to investing and financial planning. While individuals, families, and businesses may have similarities, each is unique and requires a custom strategy to meet their needs and values. We use a research-driven model for choosing your investments. We dive deep to understand the players and investments that best compliment your goals. With that information, we develop a strategic plan that is in your best interest.
You Reap The Benefits From Our Custom Portfolios.
There are significant benefits of building a custom portfolio to manage and invest your money.
Investments Customized To Your Goals & Values.
At Graves Light Lenhart, we get to know you. We sit down with you to discuss your dreams and realities. We look at the big picture and review your estate plan and insurance to ensure your legal documents and coverage are in-line with your financial strategy. Our highly-trained team brings significant insight and counsel to maintain investments that are consistent with your needs.
A Full Range Of Services Simplifies The Process.
Comprehensive services mean you can depend on us for your wealth management and business-related financial planning and succession. We coordinate with your attorney, accountant and insurance agent to minimize breakdowns in communication and create a cohesive strategy you can depend on. Grow and save with our investment team and take advantage of our full range of services for financial planning you trust.