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RIA COACHING
RIA COACHING
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.
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.
"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
"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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