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:

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

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


Grantham Financial

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

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