Grant Meyer, CFP®
Financial Planner | Proud Father | Rockstar Runner
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Areas of Focus
- Financial Life Planning
- Inherited Wealth
- Investment Management
- Owning a Business
- Socially Responsible Investing
About MeHi, I'm Grant Meyer. Over the past 14 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.
- CERTIFIED FINANCIAL PLANNER™ Professional
- Financial Planning Association
- XY Planning Network
3800, American Boulevard West, Bloomington, Minnesota, 55431
- Video Conference
- Fee Only
- Flat Fee
- Pro Bono
What to expect in the first meetingYou 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
About our FirmUnlike 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?
We are a certified B Corp and we believe our company can be a force of good for the community.
Concordia University - St Paul, MN
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
Hobbies and Interests
Who We Serve
- Baby Boomers
- Business Owners
- Living in Retirement
- Real Estate Investors
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From Values-Based Investing To helping play Cupid
From Values-Based Investing To helping play Cupid
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