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

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

Meet Your Team

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

GreatDane Investment is a Fiduciary and Registered Investment Adviser, we don’t earn commissions by selling products. Instead, we’re paid to provide objective, sincere advice that is required by law to be in your best interest.

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.