Experience a better approach built on trust, transparency and fiduciary duty.

Financial Planning and Asset Management for Individuals and Families.

Committed to serve as your financial guardian, we take the time to understand what matters to you most, because when it’s important to you, it’s important to us. Your priorities guide everything we do.

Thoughtful advice and a deeply personalized approach enable disciplined management that brings clarity, confidence, and peace of mind to your financial journey.

Together, every step of the way.

Go in the direction of your dreams.

When it comes to building enduring wealth, the most important step is to Start It.

We offer a full spectrum of coordinated wealth management services specialized in comprehensive financial planning and investment portfolio construction and management. We cover every aspect of your financial well-being no matter how your needs evolve.

GreatDane Investment is a Registered Investment Adviser and fiduciary, committed to providing objective, transparent guidance. As fiduciaries, we are a fee-for-advice only firm legally and ethically obligated to act in your best interest at all times. We do not sell financial products, charge transaction fees, or earn commissions on mutual funds, insurance, or annuities.