Business Details
50+ Years
experience
Your Trusted Financial Partner in Harrisburg
GrandView Asset Management is a fee-based financial advisory firm dedicated to providing personalized investment solutions for individuals and businesses. With over 60 years of combined industry experience, our team of fiduciary advisors prioritizes client needs above all else, offering unbiased guidance tailored to unique financial goals. We specialize in retirement planning, wealth management, and investment advisory services, serving clients across Harrisburg, York, Lancaster, Carlisle, and Hershey. Our commitment to transparency is reflected in our fee-based structure, which eliminates conflicts of interest by not accepting commissions or selling financial products. As an independent firm, we maintain the freedom to offer a comprehensive range of services while focusing on long-term client relationships.Our team includes seasoned professionals like Bruce Smith, an Accredited Investment Fiduciary with over 30 years of experience in investment management. We actively engage with the community through educational workshops and media appearances, including regular segments on Good Day PA discussing market trends and retirement strategies. Our investment philosophy emphasizes financial strength screening, historical performance analysis, and attractive valuation selection to build portfolios aligned with client objectives. We maintain offices on both the East and West Shores of Pennsylvania, offering flexible meeting options to accommodate client schedules.
Services
Investment Advisory
Retirement Planning
Wealth Management
Medicare Consultation
Financial Planning
Details
- Year established: 1965
Highlights and features
- We operate as a fiduciary, legally obligated to prioritize client interests above all else
- Our fee-based structure eliminates conflicts of interest by not accepting commissions
- Team includes advisors with over 30 years of investment management experience
- We provide personalized financial strategies tailored to individual client circumstances
- Maintain offices in both Harrisburg and Mechanicsburg for greater client accessibility
Associations and certifications
- Accredited Investment Fiduciary
Services
Investment Advisory
Our investment advisory services provide customized portfolio management through a fiduciary framework. We analyze market segments, screen for financial strength, and select investments based on historical performance and valuation metrics. Our approach focuses on identifying undervalued companies with strong market positions while maintaining risk awareness through diversification strategies.
Retirement Planning
We develop comprehensive retirement plans considering all income sources including qualified plans, Social Security, and personal investments. Our process includes creating personalized roadmaps, regular account reviews, and adjusting strategies as clients progress through different life stages while maintaining a fee structure aligned with portfolio performance.
Wealth Management
Our wealth management services offer holistic financial solutions that coordinate all aspects of clients' financial lives. This includes investment management, tax planning, estate planning, and risk management strategies tailored to high-net-worth individuals and families seeking comprehensive financial oversight.
Medicare Consultation
We provide specialized Medicare education sessions to help clients understand healthcare options during retirement. Our workshops cover enrollment processes, coverage options, and cost considerations to help clients make informed decisions about their healthcare planning needs.
Financial Planning
Our financial planning services encompass investment strategy development, market analysis, and portfolio construction. We focus on identifying companies with strong fundamentals and attractive valuations while maintaining a disciplined approach to risk management and diversification across different market segments.
People
Bruce Smith
President and CEO
MBA and Accredited Investment Fiduciary with over 30 years of investment management experience. Specializes in retirement planning and portfolio management. Active community member in Harrisburg for over 49 years. Regular financial media contributor.
Shari Stewart
VP Operations
Manages office operations and client services with extensive experience in financial administration. Ensures smooth day-to-day operations while maintaining client communication standards.
Adam Koser
Chief Investment Officer
Leads investment strategy development with expertise in market analysis and portfolio construction. Oversees the firm's investment decision-making processes and research activities.
Gary Kephart
Investment Advisor
Provides personalized investment advice with focus on retirement planning and wealth management. Works closely with clients to develop tailored financial strategies.
Harry Burkett
Medicare Consultant
Specializes in healthcare planning for retirees. Conducts educational workshops on Medicare options and helps clients understand healthcare coverage requirements.
Questions
Are you a fiduciary financial advisor?
Yes, we operate as fiduciaries legally obligated to prioritize client interests. Our advisors hold Accredited Investment Fiduciary designations.
How do you get paid for your services?
We use a fee-based structure tied to account performance, with fees deducted quarterly. This eliminates conflicts of interest from product commissions.
What areas do you serve?
We serve clients in Harrisburg, York, Lancaster, Carlisle, and Hershey from offices in Harrisburg and Mechanicsburg, Pennsylvania.
What investment approach do you use?
We analyze market segments, screen for financial strength, evaluate historical performance, and select investments based on valuation metrics and market positioning.
Do you offer retirement planning services?
Yes, we create personalized retirement roadmaps considering all income sources and conduct regular account reviews to adjust strategies as needed.
What qualifications do your advisors have?
Our team includes Accredited Investment Fiduciaries with over 60 combined years of industry experience managing investments through various market conditions.
