Grandview Square Financial

We Help You Create Financial Security the Right Way. "Let's Make a PLAN!"

At Grandview Square Financial, we are a team that represents wisdom, ethics, discipline, and academic excellence. Our advisors collaborate and adhere to strict planning practices designed to deliver a needs-based, client-centric experience.

We are the calm in the storm for our clients and provide guidance and coaching for all aspects of our clients’ financial lives.

Our mission is to help our clients create financial security by becoming more deliberate and intentional in their financial planning, aligning their resources with their highest-held values through coaching, discipline, and sound advice.


The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.