TRUSTED SINCE 1965
Independent, fee-based financial advisors serving families, professionals, and business owners across Harrisburg, York, Lancaster, Carlisle, Hershey, and Mechanicsburg, with the kind of unbiased guidance that treats you like family.
WHY GRANDVIEW
Most of the “financial advisors” Central PA residents meet are really salespeople. We’re different by design.
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.
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.
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.
Solid, unbiased advice, tailored to my specific needs. Wonderful group of people who go out of their way to cultivate lifelong relationships.
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!
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.
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.
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
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!
HOW IT WORKS
Working with a financial advisor shouldn’t feel intimidating. Here’s exactly what to expect.
Meet with us in person, by phone, or on Zoom. No obligation, just a conversation about where you are and where you’d like to go.
We build a tailored roadmap based on your specific goals, timeline, risk comfort, and family situation, not a cookie-cutter template.
Assets custodied at Charles Schwab. Investments selected through our proven research process. No hidden products, no surprise fees.
In-person or Zoom reviews every 3–4 months. You’ll always have direct access to your advisor. No call centers, ever.
OUR SERVICES
From your first IRA rollover to multi-generational estate planning. We’re built to serve you long term.
Social Security timing, 401(k)/IRA rollovers, withdrawal strategies. Everything you need to make your nest egg last through your longest vacation.
Disciplined portfolio construction using our proprietary Market Strength Allocation process built for strong fundamentals and attractive valuations.
Cash flow, debt, insurance, education funding, major purchases, a holistic look at every dollar moving in and out of your household.
Coordination We work alongside your attorney and CPA to ensure your wishes, beneficiaries, and assets are properly coordinated for the next generation.
Objective analysis of life, long-term care, and disability coverage without the pressure of a commission-based salesperson.
Moving on from an old employer? We handle the paperwork, minimize tax headaches, and reinvest your rollover into a plan built around your goals, not a default target-date fund.
MEET YOUR ADVISOR
Bruce Smith, MBA, AIF® is a graduate of Penn State (B.S. Civil Engineering) and Lebanon Valley College (MBA), a 50 year Harrisburg resident, and the author of “Inspire to Retire: A Guide to Your Longest Vacation.” He’s appeared on Good Day PA, hosts the Inspire to Retire podcast, and specializes in IRA rollovers, retirement planning, trusts, and businesses.
30+
YEARS EXPERIENCE
MBA
LEBANON VALLEY COLLEGE
AIF®
ACCREDITED FIDUCIARY
COMMON QUESTIONS
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.
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.
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.
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.
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.
Every 3–4 months for a formal review, but you can reach us anytime in between. You’ll always speak directly with your advisor.
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.
