2 Tree Farm Road
We take great pride in helping our clients work through their challenges and achieve their goals. At Knox Grove, we are committed to delivering financial planning and investment management solutions tailored to your unique needs.
When you work with us, you are partnering with a team of CERTIFIED FINANCIAL PLANNERS™. We have the experience and the tools to get you where you want to be. Our advisors will help you plan for your financial “now” and your financial future.
We take great pride in impacting the lives of both our clients and our team. We strive for excellence in every part of our business, from client service to portfolio management, and have the highest of standards. But we also believe that our own health and our family life are equally as important. The family-friendly culture of our firm is a source of pride and we have a motto that we live by: “We don’t miss our kids’ stuff!” Because of our culture, we consider our team an extended part of our family.
Founding Partner and Financial Adviser
Partner and Financial Adviser
Financial Advisor & Medicare Specialist
Executive Client Specialist
Client Services and Operations Assistant
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.