Philosophy

As an advisory firm, we always put your best interests first. The firm does not sell investment products and does not accept or pay referral fees. We have no ties to any brokerage or mutual fund firms which allows our firm to be unbiased.

 Each client is unique and so is the firm’s solution for every client. We can help you to reduce your financial fees with our cost effective investment options. Granite Financial Advisors will always treat our clients like we would want someone to treat us. 

Services

Financial Planning

Investment Management

Investment Management

 Granite Financial Advisors provides Clients with comprehensive financial plans, including debt management, investment plans, budget reduction plans, and/or individual consultations regarding Client’s financial affairs. The fee for financial planning is a flat fee of $300.

Investment Management

Investment Management

Investment Management

Our firm offers Clients three investment plans, Maintenance, Simple, and Comprehensive. Each plan provides the flexibility to meet retirement goals and investment objectives. It includes annual meetings to discuss changes in financial situations, investment strategies and goals.

Other Services

Investment Management

Other Services

 Granite Financial Advisors also provides the following additional investing services: Investment Selection and Strategies, College Planning, Income Tax Minimization, Charitable Giving Strategies, Youth Retirement Plans.

 

Fee Structure

Simple Plan - 0.50%

Comprehensive Plan - 1.0%

Maintenance Plan - 0.75%

  • Any balance > $0
  • No minimum fee
  • Manage required minimum distributions 
  • Develop an individualized investment plan 

Maintenance Plan - 0.75%

Comprehensive Plan - 1.0%

Maintenance Plan - 0.75%

  • Any balance > $0
  • No minimum fee
  • Clients who contribute funds monthly  
  • Diversified mutual fund based portfolio  
  • Dollar Cost Averaging 

Comprehensive Plan - 1.0%

Comprehensive Plan - 1.0%

Comprehensive Plan - 1.0%

  • Any balance > $0
  • No minimum fee
  • Clients who contribute funds monthly  
  • Complex investment strategies   
  • Value Averaging  
  • Dividend Select Portfolio 

Contact Us

Get Started Today

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It is never too early or late to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them. We look forward to talking to you.

Granite Financial Advisors, Inc.

570.205.9822 granitefainc@gmail.com

Hours

Monday - Friday: 4pm - 8pm

Saturday - Sunday: By appointment


Disclosures

Granite Financial Advisors, Inc. may only conduct business with residents of Pennsylvania. Granite Financial Advisors, Inc. is not a registered broker/dealer and offers services as a fiduciary firm. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. 

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