Grant Meyer, CFP®, BFA™

Financial Planner | Proud Father | Rockstar Runner

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
TruMix Advisors Grant Meyer, CFP®, BFA™
Bloomington, MN

Serving Clients Nationwide

Financial Planner | Proud Father | Rockstar Runner

Rated 0.0 out of 5
0 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Financial Life Planning
  • Inherited Wealth
  • Investment Management
  • Owning a Business
  • Socially Responsible Investing

About Me

Hi, I'm Grant Meyer. Over the past 16 years in the industry, I've found joy, purpose, and fulfillment in helping people navigate their financial futures. I pride myself on a no-sales, down-to-earth approach to retirement and financial planning.

Additionally, I have extensive experience in helping widows navigate their financial lives after loss.

Professional Designations

  • Behavioral Financial Advisor (BFA)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association

Primary Location

3800 American Blvd W, Bloomington MN

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Pro Bono

What to expect in the first meeting

You should be prepared to talk about more than just money – we want to learn about YOU – the real you!  We hope to learn about you, what your interests are and what your hopes and dreams are for your future. We'll then discuss ways we might be able to work together if we are a good fit. Once the meeting is over, we'll both take time to think about our meeting and make sure we're a good fit for one another.

Offers Investment Management

Yes

About our Firm

Unlike other advisors that try to sell something to anyone and everyone, we’re selective about who we work with. We aim to be everything for a limited few. We strive to build relationships with the people we do our best work with. Rather than having an account with some large company where you're one of many, wouldn't you like to find someone who gets you?

Education

Concordia University - St Paul, MN

Volunteer Experience

Wings For Widows - Financial coach helping recent widows navigate their finances. Financial Planning Association - nonprofit promoting financial literacy in the community.

Awards and Honors

  • 2021 Top 10 Young Advisors To Watch

Badges

Languages

  • English

Hobbies and Interests

  • Exercising
  • Family
  • Golf
  • Running
  • Soccer
  • Volunteering

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Investors
  • Living in Retirement
  • Real Estate Investors
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

No reviews yet. Be the first to add one.

Skip to toolbar