MISSION: Our Mission is to forge a path to financial peace of mind for each client with sound advice, disciplined asset management and unparalleled service and support.
CUSTODY: Since we are independent, we can manage client assets on virtually any custody platform. Our primary custody relationships are Fidelity Investments and Charles Schwab & Co., Inc.
INDEPENDENT AND UNBIASED: We are not beholden to the interests of a parent company. We are not a Wall Street bank, brokerage or wirehouse.
Regularly quoted or interviewed in the Wall Street Journal, Barrons, New York Times, Boston Globe, Bloomberg News / Radio, Investment Advisor Magazine, USA Today and Reuters.
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed as a guarantee that a client will experience a certain level of results or satisfaction. Please See Important Disclosure Information regarding rankings/recognitions.
Timothy J. Grimes founded Grimes & Company when there were few truly independent wealth management firms. Joined by his son Kevin, they established the firm as a Registered Investment Advisor (RIA) in 2000, maintaining the client-centric, personalized feel of a small family practice with an eye toward thoughtful growth. Now as CEO, Kevin has helped evolve Grimes & Company into the enterprise it is today, with discretionary assets under management of approximately $7 billion*, over 80 employees, comprehensive financial planning and investment management capabilities, and multiple strategically located offices across the country. Regardless of our continued growth, our team’s commitment to do the right thing for our clients remains, simplifying the complexities of their unique financial journeys wherever we can and never losing the culture and service model of a family-run company.
*data as of July 31, 2026
Sign up for our periodic email newsletter, distributed via Emma email marketing.
