Brian J. GrumbachCFP®, AIF®, CIMA®


Member of the Baltimore Estate Planning Council
Member of the Financial Planning Association
Member of the Investment Management Consultants Association

Serving as a Managing Director and Partner, Brian works with clients to establish and execute their financial plans. His work experience of 17 years at Merrill Lynch along with his Certified Investment Management Analyst (CIMA ®), Certified Financial Plan (CFP®) and Accredited Investment Fiduciary (AIF®) designations ensure that he will provide the quality service that Verdence clients should expect.

Get to know Brian!

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

“A farmer”

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!”

What makes me happy?

“Spending time with my family and enjoying the outdoors”

3 Traits that describe me:

“Practical, Hard Working, Devoted”