Grunden Financial Advisory, Inc. is thrilled to announce that they have been recognized as one of D Magazine’s Top Wealth Managers for 2024. This marks the seventh time the firm has been named to this list.
The annual list, featured in D Magazine’s November 2024 issue, celebrates financial advisors and firms in the Dallas-Fort Worth area who have demonstrated excellence in wealth management, client service, and ethical standards. A total of 51 firms and teams were selected for the final list using criteria that included a minimum total asset under management, a 95 percent client retention rate over the last two years, and no current disciplinary actions. In addition, firms must be fiduciaries with at least five years in business.
At Grunden Financial Advisory, the team remains committed to delivering exceptional value and trusted guidance to help our clients achieve their financial goals. This recognition reflects our ongoing commitment to excellence and the trust our clients place in us every day.
Read more about this honor in D Magazine’s issue here.
