Three of our financial planners have been named in Texas Monthly as a Five Star Wealth Manager for 2024. Congratulations to Ricky Grunden, Sr., CFP®, AIF, Dave Ragan, CFP®, AIF, and Susy Thomas, CFP® on this award. If you want to work with one of our wealth managers, contact us here to get started.
View full disclosures and methodology for award here: https://grunden.com/important-disclosures/#five-star-wealth-manager
