WELCOME TO GRANTHAM FINANCIAL

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. My 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:

Habitat for Humanity

Todd and Robyn were excited to volunteer for Habitat for Humanity, spending their day getting sweaty for a good cause! Learn more about Habitat for Humanity, and your opportunities to volunteer for this wonderful organization, by clicking here.


Blues and Brews Festival

Grantham Financial was a proud sponsor of the 2017 Durham Blues and Brews Festival, which is the main fund raising effort of the Exchange Club of Greater Durham, a service-oriented civic club. In 2015 they set out to create a unique music festival experience that served only NC craft beer with proceeds benefiting the Durham community. And, they’ve succeeded! In just two years, the festival has donated over $50,000 to worthy Durham causes. Grantham Financial was proud to be involved as a sponsor, and we were also proud listeners of the blues and drinkers of that good local beer on Saturday, May 20th.

Learn more about the festival here.


Another Designation!

Todd recently attained the Retirement Income Certified Professional professional designation from The American College of Financial Services, Bryn Mawr, PA. This designation requires intensive study of three separate courses and the passing of a series of two-hour exams. Candidates for the RICP must also have three years of experience, meet stringent ethics requirements, and participate in The College's continuing education program. The RICP educational cirricula is the most complete and comprehensive progran available to professional financial advisors looking to help their clients create sustainable retirement income, and we are so proud of Todd for attaining another designation...although soon we will need business flyers instead of business cards, to make sure they all fit!


Celebration of Excellence

Our team was honored at the 2017 Mardi Gras-themed Celebration of Excellence on Friday, March 3rd at the NC Museum of Natural Sciences in Raleigh. The Financial Security Creation Award recognizes our firm's top financial advisors who help their clients achieve their goals through balanced financial plans and a total needs approach. While we were honored, helping our clients achieve financial security is the best reward!

 

 


 

 

Todd G Grantham, CFP®, ChFC®, CASL®, MSFS, ChSNC
Wealth Management Advisor


Grantham Financial

Job Benefits 101: What to Look for When You Start With a New Employer

Your salary isn’t the only thing that counts toward your compensation. Here are the job benefits to look for.

How to Protect Yourself After the Equifax Data Breach

A breach at the credit reporting firm Equifax has compromised millions Americans’ personal information. Here’s what to do if you’re at risk.

How to Negotiate Your Salary

Before you accept that new job offer, brush up on how to negotiate your salary to make sure you’re not leaving money on the table.

 

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