WELCOME TO GRANTHAM FINANCIAL

team photo

Your Grantham Financial Team

Pictured from left: Madison Holley, Todd Grantham, Jeff Michaels


Our Mission:

We are a practice built to serve the professionals in our community by helping them identify their own aspirations and goals. Our team is here to help every client achieve those goals by providing individualized financial plans and life strategies, as well as protections for loved ones.

Our Clients:

  • Medical Professionals
  • Business owners
  • Individuals in or approaching retirement

Featured News:

Diaper Bank of NC

Our team visits the NC Diaper Bank quarterly to wrap diapers for distribution to the community. This time, we recruited some other people from our office, and the 7 of us wrapped 6,000 diapers. This represents a small fraction the 3 million diapers they give out each year. Check out their website and how you can support their amazing work here.

Diaper Bank

Madison is now a CFP!

We're excited to announce our third CFP® professional on the team, with Madison passing her exam on the first attempt! This was a long year of study and we're proud of her for making it through.

 

Todd attains QPFC

Todd has finished another designation; this time, for a Qualified Plan Financial Consultant. The QPFC credential – developed by some of the nation's leading advisors and retirement plan experts – demonstrates knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their QPFC demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

 

Charissa and her many licenses

Since joining our team in February, Charissa has obtained her life, health, and now LTC insurance licenses. We are so proud of the work she does every day and her professional growth with our team. We can't wait to see what she accomplishes next!

 

Celebrating 30 years!

It's official- as of August 2021, Todd has been working in financial services for 30 years! He has enjoyed every bit of those years, helping clients and friends, although he does miss that hair.

Grantham 30 Years

Team Retreat in Asheville

We're together while we work every day, but once a quarter we take the time to spend intentional time working on the business- and also to have some fun! In July, with everyone vaccinated, we traveled to Asheville to work and play.

Team Retreat

Diaper Bank of NC

Grantham Financial has been supporting the NC Diaper Bank for years. We volunteer quarterly to wrap diapers and Covid hasn't stopped us! We were happy to get back to wrapping, masked and socially distanced, of course. Check out their website and how you can support their amazing work here.

Diaper Bank


Tails at Twilight Gala

Our team had a wonderful time supporting a great cause at the 2019 Tails at Twilight Gala, which benefits the Animal Protection Society of Durham. Learn more about how you can get involved to help our four-legged friends here.

Event

Newest Member of the Grantham Financial Family!

Jeff and his wife, Maggie, welcomed their third daughter on 9/19/2019 at 5:10 pm. We are grateful to add Hattie Elizabeth Michaels to the Grantham Financial family.

Newborn baby photo

Cornhole for a Cure

On May 18th, our office hosted our annual Cornhole Tournament to benefit Alex's Lemonade Stand. We raised almost $6,000 playing cornhole, raffling off prizes, and selling baked goods! Leard more about why we support Alex's Lemonade Stand here.

Community engagement photo

Carolina Classic Sponsorship

Our team showed support for the women's golf program at Chapel Hill Country Club by sponsoring the ladies' member guest golf tournament, the Carolina Classic.

Community engagement photo

UNC Lineberger Retreat

Jeff had a great time volunteering at the UNC Lineberger Northwestern Mutual Spring Retreat for families!

Our firm sponsors these bi-annual retreats to provide pediatric cancer survivors and their families the opportunity to get away and have fun in a safe and supportive environemtn. Over 20 families registered for the retreat and our volunteers got to play games and participate in activities with them. Find our more about the Limeberger Center and how you can help support their great work here.

UNC Lineberger Retreat

NC Diaper Bank

What a day we had wrapping diapers! The NC Diaper bank distributes over 4 million diapers to families in need each year, as well as delivering feminine hygeine and adult incontinence products to highschoolers and seniors. Check out this great organization and how to get involved here.

 
Volunteer photo

CUMC Golf Tournament Sponsorship

Grantham Financial was one of the sponsors for the Camp United Methodist Church golf tournament.

Golf Tournament photo

T-Lead Program

Jeff has completed the inaugural year of the T-Lead program, a leadership development program for team members in our firm. This program is designed to foster the growth of each member, and the year culminated with a final project focused on improving our office culture. We are so proud of Jeff for constantly striving to better himself, his coworkers, and our firm.

T-Lead Program Photo

Animal Protection Society of Durham

The Animal Protection Society of Durham (APS) is a 501(c)(3) non-profit organization that has been helping animals in Durham since 1970, and has managed the Durham County Animal Shelter since 1990. APS relies on donations from caring individuals and corporations to feed, shelter and provide medical attention for the nearly 5,000 stray, surrendered, abandoned, abused and neglected animals we care for each year. Todd recently joined the board of APS to do what he can to support their worthy cause. See if your newest four-legged family member is waiting for you to adopt, or find out how else you can get involved, on their website.


Crayons2Calculators

Despite falling salaries, over 90% of North Carolina teachers are still purchasing classroom supplies on their own dime. Our team recently spent a Saturday afternoon sorting supplies for Crayons2Calculators, an organziation that helps supply teachers with these much-needed classroom supplies for free. Find out more about this fantastic group, and a list of items they are currently seeking, on their website.

Volunteer activity photo

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.