GRID 202 Partners
grid202partners.com

GRID 202 Partners brings together financial professionals with over 40 years of financial services industry experience. Our team has expertise in working with doctors, attorneys, IT professionals, business owners and service providers, non-profits, universities, foundations, professional athletes, and more. GRID 202 Partners shares their wealth of knowledge to help clients take control of their financial future to grow and retain wealth while aligning with their clients' values. They are an independent, fee-based financial planning practice, which allows them to create unique financial plans that serve their clients' best interests, not theirs –- a promise they are legally bound to as certified financial planning professionals and fiduciaries. They choose the products and services that best meet clients' needs and not those of a larger organization.