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RIA  COACHING

Architect
Your Future

Whether you’re leading an RIA or considering independence, your next chapter demands more than just experience - it demands proven expertise.​

Explore your next chapter:

Why choose Grandview

Experience matters, but perspective transforms. I bring both - decades spent building & scaling successful wealth management practices, plus the insight that comes from having made the journey you're considering.

I've built what you want to build. From launching a $500M RIA to scaling it to $650M with breakthrough efficiency, I've turned the challenges you face into opportunities for growth.

Real solutions, not theoretical advice. Every strategy, system, and framework I share has been tested in the real world - often in my own practice. You don't just get ideas, you get battle-tested solutions.

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You get me, not a team of junior consultants. Direct access to deep experience and a powerful network built over three decades in wealth management.

Custom solutions, not cookie-cutter plans. Whether optimizing your RIA or planning your independence, I will build a program that fits your unique vision and goals. 

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"If you are a wealth management entrepreneur, or are thinking about becoming one, I would highly recommend a conversation with Steve."
- Austin Philibin, Chief Operating Officer, OFS Wealth

What I offer

For
RIA Leaders

  • Practice Assessment &
    Strategic Planning

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  • Executive Coaching &
    Leadership Development    ​​

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  • Custom Outsourced Solutions

For Advisors Seeking Independence

  • Transition Readiness
    Assessment

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  • Operational Framework Design for Launching Your Own RIA

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  • Placement Support for Joining an Existing RIA

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  • Ongoing Guidance & Support

"Anyone with aspirations for significant growth or change will benefit from engaging in a conversation with Steve."

- Jennifer Breton Lebel, CEO, Lebel & Harriman Retirement Advisors

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Turn your vision into a reality.

Schedule a confidential

30-minute consultation today.

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