Joseph Grund & Associates

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Joseph Grund & Associates
Team photo for Joseph Grund & Associates

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Advisors

Advisor photo for Joseph Grund

Joseph Grund

CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Joseph Grund's website
Advisor photo for David Holland

David Holland

CFP®, CFA®, JD

Private Wealth Advisor

Managing Director
Visit David Holland's website
Advisor photo for Ben Silberman

Ben Silberman

CIMA®, CPWA®

Financial Advisor

Managing Director
Visit Ben Silberman's website
Advisor photo for Robert Mayer

Robert Mayer

CFP®

Associate Manager

Associate Vice President
Visit Robert Mayer's website
Advisor photo for William Roughen

William Roughen

CFP®, APMA®

Financial Advisor

Vice President
Visit William Roughen's website
Advisor photo for Dawn Sherwood

Dawn Sherwood

Financial Advisor

Visit Dawn Sherwood's website


Team

Yajas Sadana

Client Service Associate