Why Granite Financial Partners?

Independence & Objectivity

As an independent advisory firm, we are not affiliated with any banks, broker-dealers or insurance companies. This enables us to be agnostic & unbiased in our recommendations while working toward meeting the individual needs of each client.

Stewardship & Governance

Our commitment to stewardship and governance provides the foundation for our clients’ on-going peace of mind. We take this responsibility very serious as demonstrated by our fiduciary oversite of all clients.

Commitment to Education

Continuous learning enables us to be more creative and provide you with the most advanced strategies possible.

A Proven Process

The cornerstone of our client partnerships is our comprehensive True North Wealth Planning process, which transcends simple financial planning by integrating high-level wealth strategies with legacy, exit and succession planning.

Experience

Since 1988 Granite Financial Partners has been passionate about working with and helping local businesses and their communities.

Resources & Partnerships

To best support our clients we have invested in a variety of key tools and carefully selected partnerships including the Business Enterprise Institute, 3ethos, Family Firm Institute, Financial Independence Group, and Purposeful Planning Institute.