GrovePointFinancial

We are a partnership of professionals who share the passion and strength to grow independent businesses that serve clients and the communities in which we live.

[GrovePointFinancial @GrovePointFin]

Grove Point is happy to welcome Garner Group Financial to our platform!

The father-son duo specializes in retirement planning and next-generation wealth transfer strategies.

Learn more: https://t.co/hYZJvJ3JzL

#growwithus #cultivatingexcellence

[GrovePointFinancial @GrovePointFin]

Grove Point Financial is pleased to welcome Forward Financial to our platform! The Baltimore-based firm headed by Aaron M. Polun specializes in developing personalized financial plans for clients across all stages of life. https://t.co/YNPsS51N7u

[GrovePointFinancial @GrovePointFin]

Just as the grove stands apart from the forest, Grove Point Financial stands apart from the forest-sized firms within our industry. We are a broker-dealer where innovative financial professionals can comfortably cultivate excellence, their way. https://t.co/Nok69AfmPk

[GrovePointFinancial @GrovePointFin]

What’s the Grove Point difference? We believe that the relationship between us and our financial professional should be creative and collaborative, grounded in a mutual commitment to success. Here, we foster an open network of your peers to share learnings and success.

[GrovePointFinancial @GrovePointFin]

Grove Point Financial is happy to announce the addition of Rock Springs, Wyoming-based firm Nied Financial.

Headed by Shane Niederer, Nied Financial sought out a community-based environment to better serve clients.

Read more: https://t.co/5eDmvEEFnC

[GrovePointFinancial @GrovePointFin]

How advisors can become better mentors. Our President Michelle Barry shared her insights with @barronsonline. https://t.co/iqeucNQv0x

[GrovePointFinancial @GrovePointFin]

We are pleased to welcome Kestra Holdings' new Chief Marketing Officer Chris MacLaughlin! Chris is bringing more than 20 years of experience and will drive the marketing strategy for the entire Kestra Holdings ecosystem. Read more: https://t.co/umqZ6NklXB

[GrovePointFinancial @GrovePointFin]

We welcome Denise McGee, our new SVP of Advisor Solutions!

Leveraging 26 years of experience, Denise will dedicate much of her time to increasing the adoption of Grove Point Financial’s advisor solutions.
Read more: https://t.co/PdpldF2UQh

[GrovePointFinancial @GrovePointFin]

The Grove Point Financial Executive Team recently welcomed the @BNYMellon | Pershing team to our Maryland office. Thank you for your continued partnership as we cultivate excellence together for our Financial Professionals.

[GrovePointFinancial @GrovePointFin]

We're excited to welcome Ken Burhon, Founder and Wealth Manager at Burhon Financial Group, to Grove Point Financial. Read more: https://t.co/WuUob8QzBU

[GrovePointFinancial @GrovePointFin]

Can you believe it has been one year since we became Grove Point Financial? Thank you to our passionate associates and the amazing community of financial professionals for a great year of cultivating excellence! #thankyou #community #growwithus

https://t.co/I7CBjfrvPA

[GrovePointFinancial @GrovePointFin]

Wishing you a very happy holiday season and a peaceful and prosperous new year! From all of us, thank you for your continued support and partnership.

[GrovePointFinancial @GrovePointFin]

Congratulations to Meredith Schafer, Onboarding Manager at Grove Point Financial. Meredith was the winner of our 2021 On Point Award, which recognizes an associate providing excellent service! #CultivatingExcellence

[GrovePointFinancial @GrovePointFin]

Props to Annmarie Gaskin and Team Oak for providing prompt and efficient support to Terry Reinhart of Reinhart and Associates. 👏

Keep up the great work, Team Oak! #CultivatingExcellence

[GrovePointFinancial @GrovePointFin]

At our recent National Symposium, we were honored to award Vinores Financial Services as the recipient of this year's Outstanding Business award! 👏 The team selected The Frederick Center as the recipient of our charitable donation.

[GrovePointFinancial @GrovePointFin]

Happy Thanksgiving! We hope everyone has a wonderful day celebrating all there is to be thankful for.

[GrovePointFinancial @GrovePointFin]

Nothing but smiles as we hosted our financial professionals last week at the National Symposium. Thank you to everyone that took part and made this reunion so special. #GrowWithUs #CultivatingExcellence

[GrovePointFinancial @GrovePointFin]

The 2021 National Symposium is kicking off now! It is so great to see our financial professionals and sponsors as we get started for what is going to be a great conference! #GrovePointEvents #GrowWithUs #CultivatingExcellence

[GrovePointFinancial @GrovePointFin]

Jason Albino, Chief Compliance Officer, approaches compliance from a real-world perspective. Read his latest blog where he shares 3 key compliance considerations to balance conducting business and keeping clients and organizations safe: https://t.co/bE0Wk9UtMB

[GrovePointFinancial @GrovePointFin]

We love hearing this feedback from our community of financial professionals! Many thanks for sharing your service experience. #CultivatingExcellence #GrowWithUs