Grant Bledsoe (AIF®, CEPA, CFA, CFP®, MBA)
Grant Bledsoe focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Our Services Include
- Flat fee and comprehensive financial planning
- Investment management
- Retirement plan services for small businesses, including management of low cost SEP-IRA, SIMPLE-IRA, 401(k), Profit Sharing, and other qualified and non-qualified plans
Our Philosophy
At Three Oaks Wealth we believe that everyone can benefit from customized financial planning. While many are comfortable developing a financial plan on their own, there's tremendous value in having a professional help keep you accountable, on track, and ensure you're not missing anything important. We developed our proprietary financial planning process, Confidence in Advanced Planning, from this perspective. This process integrates investment strategy, debt management, tax profile, risk management, estate planning, and other aspects of your finances into one formalized strategy.
Additional Information
Grant started working in the financial services industry in 2007. Prior to founding Three Oaks Capital Management in 2014, Grant was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Grant is a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. He is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. Grant's focus through Three Oaks Capital Management is on helping his clients make consistently smart financial decisions, avoid mistakes, and live enjoyable and fulfilling lives.
NAPFA Start Date
October 24, 2016
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.