Physician Financial Advisors
Stratton Grandy
Meet Your Planner

Stratton GrandyCFP®, ChFC®

Director of Business Development, GBP Wealth Management

CERTIFIED FINANCIAL PLANNER® professional Chartered Financial Consultant® Fiduciary planning

Physician Financial Advisors works with residents, fellows, and attending physicians on the decisions that shape a medical career: disability coverage, student loans, the first contract, the first attending tax year, and the habits that turn a high income into lasting security.

The approach is the one you already know. Watch, do, teach, repeat. You should understand every decision well enough to explain it to a colleague, so that over time you need us for the hard questions and not the routine ones.

Start a conversation stratton.grandy@nm.com

Backed by a Northwestern Mutual Private Client Group team

Physician Financial Advisors is the physician practice of GBP Wealth Management, a Northwestern Mutual Private Client Group firm focused on complex wealth, business, and estate planning. When a plan needs more than one set of hands, the rest of the team is already in the room.

R. Todd Grandy
R. Todd GrandyCLU®, ChFC®Founder & Chief Executive Officer, GBP Wealth Management
Chuck Emrich
Chuck EmrichCFP®, CIMA®, ChFC®Director of Financial Planning, GBP Wealth Management

Stratton is the point of contact for every physician engagement. Todd and Chuck join when a plan calls for them.

Verify any advisor before you work with them. Look up their record on FINRA BrokerCheck and confirm CFP® certification at CFP.net. Registration details are on our disclosures page.