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.


What to Know About Buying a Home in Today’s Market

Today’s housing market has been on a bit of a roller coaster. Here are some things to consider if you’re thinking about buying. Read more here.

9 Types of Retirement Accounts You Should Know

Saving for your golden years is a key part of your overall financial strategy. Read more here.

What to Discuss Before You Combine Finances After Marriage

Open communication is key to understanding the best way to combine your finances. 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.