Grossman Financial Management

Who We Are

Grossman Financial Management is an independent financial advisory firm providing comprehensive financial planning and asset management services on a fee-only basis and in a fiduciary capacity. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through a careful and ongoing planning process. Our mission is to facilitate this process by providing personalized counsel and attentive service to our clients.

Our Services

We offer a wide range of services designed to optimally meet each client's specific needs and objectives. Our comprehensive financial planning process involves the management of personal financial resources, opportunities, and risks through a careful and ongoing planning process. We also provide investment management services, financial modeling and forecasting, estate planning, retirement projections, social security claiming optimization, investment analysis and portfolio strategy, and tax minimization. Our services are offered on a fee-only basis, ensuring that our clients receive unbiased and objective advice.

Our Philosophy

At Grossman Financial Management, we believe that comprehensive financial planning advances significantly the probability that clients will be financially successful in their own eyes by realistically establishing financial goals and then prudently managing financial affairs to those ends. We also believe that investment management is a means, not an end, to achieve goals which are best reflected in a financial plan. Our investment process adheres to the investment fiduciary standards promulgated by the Foundation for Fiduciary Studies.

Why Choose Us

We have been providing personalized counsel and attentive service to our clients since 1997. We advise approximately 100 families and are located in Benicia, CA, 37 miles northeast of San Francisco. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through a careful and ongoing planning process. We are committed to providing our clients with the highest level of service and attention, and we believe that our comprehensive financial planning process and investment management services can help our clients achieve financial success.