Gratium Wealth Planning

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Gratium Wealth Planning
Team photo for Gratium Wealth Planning

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Advisors

Advisor photo for Ed Donner

Ed Donner

CFP®, CPWA®

Financial Advisor

Managing Partner of Gratium Wealth Planning
Visit Ed Donner's website


Team

Rebecca King

Rebecca King

Paraplanner,

Operations Manager

Qualifications

  • Rebecca has over 15 years of providing exceptional customer service to clients. She is series 7 licensed since 2006.
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