
Susy Thomas honored as a Rising Star 2025 by InvestmentNews
Grunden Financial Advisory, Inc. is thrilled to announce that their Vice President, Susy Thomas, CFP® has been named by InvestmentNews as one of their
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At Grunden Financial Advisory, we believe in a trusted planning approach and evidence-based investment philosophy that integrates seamlessly with our deep care and dedication to each client.
Those we serve discover that their wealth is more than just numbers—it carries a greater purpose. Security isn’t just a target; it’s a constant presence, guiding families along their financial journey.
At Grunden Financial Advisory, our team genuinely cares about each of our clients and strives to help them find purpose in their wealth.
Our top priorities are always our client’s success and happiness.
We strive to be your confidants and advisors that grow life-long relationships.
We strive to provide our clients with the peace of mind that their wealth is intentioned and secure.

Grunden Financial Advisory, Inc. is thrilled to announce that their Vice President, Susy Thomas, CFP® has been named by InvestmentNews as one of their

Grunden Financial Advisory, Inc. is thrilled to announce that their Vice President, Susy Thomas, CFP® has been named by InvestmentNews as one of their Best

Grunden Financial Advisory, Inc. is delighted to announce that for the eighth time, the firm has been recognized as one of D Magazine’s Top Wealth

October marks an important time of year for anyone navigating Medicare—the annual open enrollment period (October 15–December 7). During this window, you can review your
This is a current client of Grunden Financial Advisory, Inc. who was asked for a testimonial of Grunden. This testimonial or endorsement is not representative of all Grunden clients and their respective experiences. An individual’s experience may vary based on his or her individual circumstances. There can be no assurance that Grunden Financial Advisory, Inc will be able to achieve similar results in comparable situations. For a representative sample of testimonials, please see www.grunden.com. All testimonials are from individuals that at the time are deemed to be clients of Grunden Financial Advisory, Inc. Testimonials are selected by Grunden Financial Advisory, Inc. for publication. Therefore, this presents a conflict of interest. We have attempted to mitigate this conflict by selecting what we feel is a representative sample of testimonials received.