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Brian R. Grimes CFP®, AIF®   

Brian R. Grimes CFP®, AIF®

 

 

 

Partner

Brian Grimes can help you create a financial plan, a personalized "roadmap" that can help you solve your financial concerns and achieve your short- and long-term financial goals. Brian will work one-on-one with you to understand your current financial situation and your financial goals. He will then design and help you implement a financial plan that is customized to your needs.

Financial Planning is the process of wisely managing finances to help clients achieve their dreams and goals while, at the same time, helping them negotiate the financial barriers that inevitably arise in every stage of life. The process includes assessing the client's current financial situation, setting goals, developing a personalized plan to help meet those goals, and, once the plan is implemented, monitoring its progress. As a financial professional, Brian can help clients make decisions to keep their plan on track and help maximize their financial resources throughout their lifetime. The process includes assessing the client's current financial situation, setting goals, developing a personalized plan to help meet those goals, and, once the plan is implemented, monitoring its progress.

Brian has been in the financial services industry for over 20 years. He is a Certified Financial Planner™ professional and Accredited Investment Fiduciary focusing on a comprehensive financial planning process that includes, Asset Management, Risk Management, Estate Planning, Tax Planning, College Funding, Life Insurance, Long-term Care and Retirement Income Planning.

Brian graduated from the University of Maryland with a Bachelors of Science in Business and Management. He has been married to his wife, Cathy, for the past 29 years. They have 3 children, Riley, Avery and Justin.

Brian is licensed in the following states: MD,VA,DC,PA,DE,MA,CA,WV,CT,GA,NC,OH,SC, and FL