Client Services

Grunden Financial Advisory conducts business with complete transparency. We provide comprehensive reporting on every aspect of your investments and financial plan. We routinely provide performance reports that let you track every cent from the inception of your account, asset allocation reports, and end-of-year tax data worksheets. Our interface with the custodians allows you to see daily return data. We also handle all routine paperwork and money transfers.

If you have a special request, we are readily available by phone or e-mail, and all questions or concerns are addressed promptly.

View samples of Grunden client reports (for illustrative purposes only)

Download samples of Grunden client reports with required disclosures