Grossman Financial Management, a Registered Investment Advisor, is an independent financial advisory firm providing comprehensive financial planning and asset management services on a fee-only basis and in a fiduciary capacity. Comprehensive financial planning is the process of formulating, implementing, and monitoring financial decisions in order for an individual or family to achieve their financial goals: Facilitating this process is the primary mission of Grossman Financial Management.
In the final analysis, financial success is in the eyes of the beholder. 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.
At Grossman Financial Management, our comprehensive financial planning process follows the standards of the Certified Financial Planner Board of Standards, the national licensing body for Certified Financial Planners.
Our investment process adheres to the investment fiduciary standards promulgated by the Foundation for Fiduciary Studies. GFM’s approach to investment management emphasizes the tight integration of investing with financial planning; this is because for most people investing is a means, not an end, to achieve goals which are best reflected in a financial plan.
We are located in Benicia, CA (37 miles northeast of San Francisco), and since 1997 have provided clients personalized counsel and attentive service. We advise approximately 100 families.
Grossman Financial Management
560 First Street, Suite B-203
Benicia, CA 94510
Tel: (707) 745-8756 Fax: (707) 745-8723