TRUSTED SINCE 1965
GrandView Asset Management
Independent, fee-based financial services for families, business owners, and professionals, built on six decades of trust, one client relationship at a time.
WHY GRANDVIEW
What sets us apart.
What you should expect from any advisor and what you’ll only get from a select few.
Fiduciary, by Obligation
As an AIF® Accredited Investment Fiduciary, we are legally and ethically required to put your interests ahead of our own, every meeting, every recommendation, every time.
Only Fee-Based
We don’t sell financial products. We don’t earn commissions. When your account does well, we do well. It’s the only model that aligns our success with yours.
Accessible When Needed
Evenings, weekends, Zoom or in-person. No investment minimums. No rush. Just the kind of attentive, personal service that earned us 60+ years in Central PA.
OUR EXPERIENCE
Building long-term relationships one client at a time.
As a financial management company, we’re committed to building lasting relationships with each of our clients. Whether you’re investing for yourself or for your company, our independence gives us the freedom to offer a wide array of services tailored to your unique needs.
From building your first portfolio to preparing for retirement, and through every transition in between, we’re here to serve you for the long term.
MEET THE TEAM
Senior Advisors. Direct access.
Led by Bruce Smith, MBA, AIF® (30+ years), our team includes Adam Koser (Chief Investment Officer), Gary Kephart (Investment Advisor), and Thomas Parker. When you work with GrandView, you work directly with senior advisors, not a rotating cast of juniors.
Bruce is also a Penn State alum, Lebanon Valley College MBA, 49-year Harrisburg resident, author of “Inspire to Retire,” and host of the podcast by the same name.
CLIENT REVIEWS
What our clients actually say.
The relationships we form span decades and sometimes generations. These are the words of people who know us best.
T. Verbeek
Solid, unbiased advice, tailored to my specific needs. Wonderful group of people who go out of their way to cultivate lifelong relationships.
B. Miller
We have been working with Bruce Smith as a consultant on our retirement portfolio for a couple of years. Our experience with Bruce and his team has been wonderful!
B. Manning
We’ve been with GrandView Asset Management for many years and they consistently have our best financial interest at heart. Easy to deal with, friendly and very cooperative.
R. Harrisburg
My wife and I have been clients of Grandview for years and really cherish our relationship. The plan that we developed means that we will have a comfortable retirement. I highly recommend Grandview Asset Management.
R. Moxley
Have been a client for over 10 years. Multiple market cycles have occurred and through it found their investment philosophy to be sound and leading ideas. Personalized service and always available for questions
C. Bupp
Highly recommend Grandview. They have done a fantastic job of managing our finances. If you are looking for a financial advisor, I would give them a chance to earn your business. You won't be disappointed.
You can read more of our Google reviews here!
IN THE COMMUNITY
Watch us on Good Day PA.
Bruce Smith of GrandView Asset Management has joined Good Day PA many times to help with questions about finance, investments, and retirement.
COMMON QUESTIONS
What most prospective clients ask first.
Are you really a fiduciary?
Yes, and we have the credential to prove it. Bruce Smith is an AIF® (Accredited Investment Fiduciary), legally and ethically obligated to put your interests ahead of our own. Many who call themselves “fiduciaries” can’t say the same.
How do you get paid?
We’re fee-based. Our fee is a percentage of the assets we manage for you and is deducted from your account quarterly. When your account does well, we do well. We never accept commissions from product sales. Charles Schwab serves as our independent custodian.
Do you have an investment minimum?
No. Unlike most firms, we have no minimum account size. Whether you’re starting your first IRA rollover or managing multi-generational wealth, we’re here to help.
What does the first meeting cost?
Nothing. Your first consultation is completely free. No cost, no obligation, no pressure. We’ll talk about your situation and goals, and you decide if we’re a fit.
Can we meet virtually?
Absolutely. We meet clients in person at our Harrisburg or Mechanicsburg offices, by phone, or on Zoom. Whatever works best for your schedule, including evenings and weekends.
There are currently no workshops scheduled.
Click here to subscribe to be notified of our next Workshops.
Our free workshops will return in Fall of 2026!
Ready for a conversation with a real fiduciary?
No cost. No obligation. No minimums. Just honest answers to your most important financial questions from a team that’s been serving Central Pennsylvania for 60+ years.