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Daniel Grover (CFP®, CKA®, CPA/PFS, CWS, MAcc)

Daniel Grover focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Tax Planning

Planning Specialties

Dan is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), CERTIFIED FINANCIAL PLANNER professional and a Qualified Kingdom Advisor. He joined Ronald Blue Trust in 1996 and became a principal in 2005. Dan has a strong background in tax and estate planning with the unique ability to understand the complex issues surrounding the design of comprehensive and strategic financial plans. Dan's goal is to provide comprehensive financial strategies based on biblical wisdom designed to enrich clients’ lives.

Prior to his affiliation with the firm, he worked as a tax-consulting manager with Ernst & Young, LLP. Dan graduated cum laude from Clemson University with a BS in Financial Management in 1989. He received his Master of Professional Accounting (Tax Specialty) from Clemson in 1990.

Additional Information

Dan enjoys helping individuals, families, and businesses apply biblical principles so they can make wise financial decisions that enrich their lives. Having clients trust him with something so important is one of the best feelings in the world.

Dan currently serves on the board of directors for Water Mission.

He and his wife Nancy live in Marvin, North Carolina.

NAPFA Start Date

August 30, 2022

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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.
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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.

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This Office

10706 Sikes Pl Ste 175 Charlotte, NC 28277-8016 Phone: (704) 759-9060 Fax: (704) 759-9061
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