Hey, I’m Grady Cool.
I help business owners, families and individuals build and manage wealth.
My Approach
Ethics First
I believe clients should know for a fact that their investments are safe and their best interests are being put first. This starts with clients understanding how much they are paying and why they are paying for it. There are many levels of fees in most financial products and services. We focus on products with low, simple fees structures. My service is a flat 1% of assets under management per year.
Holistic Planning
I believe in considering a person’s entire life and preferences when making recommendations. What investments fit best has a lot to do with more than just the investments in a single account.
Personalization
I custom tailor recommendations and service to what fits best for you. By getting to know you, I can provide curated options that help achieve your goals but also fit your preferences.
What Clients are Saying
"Working with Grady has been an incredible experience! He combines deep financial expertise with a genuine passion for helping clients. He helped me create a plan for my life goals with clarity and confidence."
Adam Pond
"Grady is a knowledgeable and trustworthy financial advisor who takes the time to understand your unique needs. He makes complex financial decisions feel simple and empowering. He helped me build a secure and meaningful future."
Jack Melton
Get in Touch!
Schedule a free 1-on-1 introductory session with me to discuss your financial needs.
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