Background

Personal


I am a proud husband and father who understands the need to provide for, protect and prepare for the future of those you love.

My wife Robyn, a teacher in Wake County, and I have three daughters and a son: Hannah, Drew, Erin, and Simon. Outside of spending time with my beautiful family, I enjoy sports, playing golf and being outdoors. I have lived in Durham since 1991 and I love this town immensely, although weekends are often spent at Kenan Stadium in Chapel Hill, the Bank of America Stadium in Charlotte, or at the beach in Ocean Isle, where my father is a long-time city councilman.


All of my years in the financial services industry, I have been a father. The need for business owners and professionals to plan for and achieve long-term professional goals while respecting and protecting those they love is a need that lies close to my heart.  Through good times and bad, I have seen the impact that personalized financial planning can have on the people closest to my clients and friends. I love my work because it's more than just work- it's personal, it's meaningful, and it can make a difference when it matters the most.


 

(While I do love love my work, I still enjoy getting out of the office- spending an evening at the Durham Bulls stadium in downtown Durham with friends and clients is one of my favorite things to do!)


Professional


After graduating from the University of North Carolina at Chapel Hill with a BS in Business Administration, I began my career in the financial services industry in 1991. My original goal was to work towards an MBA, but I soon realized that my greatest joy came from working with clients. A longtime wrestling coach, I already knew how much I loved helping others achieve their goals. With finance, I realized I could use my coaching experience in my profession, and help clients achieve their financial goals. Since that realization, I changed my life and never looked back. In 1996, I reorganized my practice and became affiliated with Northwestern Mutual.  In 2012, I completed my Masters degree in Financial Services from the American College. In 2014, I was named NAIFA-NC Advisor of the Year and added Fee-Based Planning to my reportoire. Today, I am proud of the Grantham Financial team and the work that we do to improve the financial lives of our clients.


Professional Organizations:

NAIFA

I have been a leader & member of the National Association of Insurance and Fincial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and to promote the ethical conduct of our members. I believe this is critical to better serve clients and the industry. Currently I serve as a trustee, travelling to DC and other states when necessary to ensure that the interests of clients are protected.

LEHP

I am also a part of Leading Edge Healthcare Professionals, a diverse group whose members specialize in working with physicians and dentists to help their practice improve and grow.


Professional Markets:

I work with many diverse professional clients but specialize in the following markets:

  • Medical professionals:

Insurance and disability planning, retirement strategizing and cash flow analysis. 

  • Business owners:

Growth and succession planning, asset strategies, and employee benefits


Interviews and Publications:

Interview on Business Confidential Now for BlogTalkRadio

Will your business be able to continue without you? Will you be able to cash-in without the business crashing in?

Discover how craft a seamless business transition and achieve your goals. Click here to listen as Hanna Hasl-Kelchner interviews guest, Todd Grantham, Wealth Management Advisor, who heads up a full financial planning team at Northwestern Mutual.


Featured Accolades:

2014 NAIFA-NC Advisor of the Year

2014, 2015 Million Dollar Round Table-Court of the Table Honors

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Chartered Life Underwriter (CLU®)

Chartered Advisor for Senior Living (CASL®)

Chartered Special Needs Consultant (ChSNC®)

Chartered Financial Consultant (ChFC®)

Masters of Financial Services (MSFS)

Accredited Estate Planner (AEP®)

Retired Income Certified Planner (RICP)

 

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


Grantham Financial

 

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