Grace Financial Associates
Who We Are
Grace Financial Associates is a boutique advisory firm. We help and coach our clients to grow, protect, and utilize their wealth. We focus on our clients’ financial and life goals. We do this primarily by constructing and maintaining a personalized portfolio for each client that is grounded in academic research.
Because we pride ourselves on our independence, we are structured so that we can always provide the best possible impartial advice without any influence coming from a large organization.
How We Help Clients
Straight talk happens when there is nothing to conceal, there are no hidden agendas or incentives and the Investment Advisor puts the interest of the client first.
Genuine advice is based on years of first hand experience of what has proven to work best for our clients without the influence of commissions or pressures to meet internal targets.
Exceptional service is reached when we never fail to talk to our clients on a regular basis; when we take pride in anticipating clients' needs; when our clients don't hesitate to pick up the phone and communicate with us; when we pride ourselves on the quality and speed of our response.
Get a Second Opinion About Your Financial Plan
Are your finances successfully aligned with your life goals and objectives?
Schedule a meeting with us for a second opinion on your investment strategy by calling 415-383-8404, or using our second opinion form.
There's no obligation and the valuable information we'll provide during your meeting is yours to keep.