GrandView Asset Management
Fee-only, independent fiduciary advisors with 60+ years of combined experience.
WHY GRANDVIEW
Advice aligned with your best interests – not a commission check.
Most of the “financial advisors” Central PA residents meet are really salespeople. We’re different by design.
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.
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!
Watch Bruce Smith on Good Day PA!
Bruce Smith of Grandview Asset Management has joined us many times to help us with finance, investments and retirement. Now Bruce has written a book! He joined us in the studio this morning to introduce us to “Inspire to Retire: A Guide to Your Longest Vacation”.
- This episode aired on April 1st, 2026.
Building Long-Term Relationships
As a financial advisor and wealth management company, we’re committed to building long term relationships with each of our clients in Harrisburg, York, Lancaster, Carlisle, and Hershey. You can greatly benefit from the counsel of our fee-based financial management team for many years to come, regardless if you’re investing for yourself or your company. We have an incredible amount of tools, resources and expertise to be the perfect fit for you. We look forward to having the opportunity to work with you.
Meet Our Team
Our Commitment to You
We’re committed to helping you work towards achieving all of your financial goals for retirement. Our experience can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term with our commitment to excellence in everything we do.
Schedule a ConsultationCOMMON 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.
How often will we meet?
Every 3–4 months for a formal review, but you can reach us anytime in between. You’ll always speak directly with your advisor.
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.