Richard Grund of Family Wealth Partners Honored in Forbes Best-in-State Advisors
Richard S. Grund Jr. graduated from the University of Miami with a BBA specializing in international finance and marketing in 1991 and received his MBA from the University of Miami in 1996 specializing in finance. Throughout his 29-year investment career, Richard has focused on the design and management of risk-controlled portfolio strategies. He designs client portfolios to help:
Minimize the odds of suffering an irreversible loss
Maximize the chances of achieving sustainable/consistent gains
Control self-defeating human behavior that keeps most clients from reaching their goal (stay on track)
At his previous firm, Lincoln Financial Advisors, Richard’s responsibilities focused on investment analysis, research, and portfolio management. He was a regional director of investments for LFA and a member of the Lincoln Financial Advisor National Manager Selection Committee. In 1998, he started a Private Client Investment Services Division to handle high-net-worth clients for LFA advisors. With a reorganization of Lincoln Financial Advisors in 2003, he created Grund Day Advisors from that division. A boutique private wealth management firm that separates itself from other firms by the personal relationships it develops with clients, Family Wealth Partners is the union of two entities—Irwin Gross and Associates and Grund Day Advisors—that have been working together for more than two decades.
2021-2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2024 award was presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, click here. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking.