Brian J. Grumbach

Brian is an experienced wealth advisor and financial planner. He helps clients with cash flow analysis and identifying short- and long-term financial objectives. He advises business owners on an array of complex financial issues and pre-transaction exit planning, seeking to help them achieve their best net outcome. Brian believes that to guide his clients’ success, he must first understand who they are, help them articulate their financial and legacy goals, build a customized plan focused on achieving those goals, then serve as a long-term advocate for them.

He holds several professional designations, including Certified Investment Management Analyst (CIMA®), Certified Financial Plan (CFP®), and Accredited Investment Fiduciary (AIF®). Outside Verdence, Brian is a motorsports and racing enthusiast. He enjoys attending auto events with his family who shares his passions for cars and racing.

Get to know Brian!

If I were not a financial advisor, I would be:

“A farmer or a racecar driver.”

If I could invite anyone, living or dead, for dinner, I would invite:

“Mike Rowe”

News story headline about my life:

“Making Dreams Come True!” “Devoted Advocate for his Family and Clients”

What makes me happy?

“Spending time with my family, enjoying the outdoors, and appreciating nature’s splendor”

Three words that describe me:

“Practical, Hard Working, Devoted”