Dennis Grossman, CFP®, EA

Financial Advisor
Portrait photo of Dennis Grossman.

How I’m expanding what’s possible with money

My favorite part of my job is teaching others about how money works. Sometimes we don’t know what we don’t know, so having someone in your corner to guide you through it can be extremely helpful. From basic budgeting and investing to complex estate and tax planning, I’m always happy to help de-mystify the process. Knowledge is power!

Outside of work, my passions include

Travel. So far, my time on earth has been limited to the U.S., but I look forward to international travel across the globe. I love being outdoors, far away from typical tourist attractions. My idea of a fun vacation is kayaking through pristine rivers in the Canadian Rockies; backpacking around Patagonia in Torres del Paine National Park; climbing Mount Kilimanjaro in Tanzania; going on an African Safari in Kenya; hiking to Everest base camp in Nepal; or crossing the harrowing Drake Passage to sleep under the stars in one of the loneliest places on earth: Antarctica.

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Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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