Dan  Grover

Dan Grover

| CFP®, CPA/PFS, CKA®

Ronald Blue Trust

(704) 759-9060

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Fee-Only Financial Advisor serving the Charlotte, NC area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • High Net-Worth Clients
  • Women's Financial Issues
  • Advising Medical Professionals

Website

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10706 Sikes Place
Suite 175
Charlotte, NC 28277-2747

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Dan Grover is a fee-only financial planner in Charlotte, NC  serving the Carolinas with Ronald Blue Trust. With nationwide trust capabilities, Ronald Blue Trust,provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. With over $7 billion of assets under management and advisement and a network of 13 branch offices, we serve 7,000 clients* in almost all 50 states through four distinct divisions and offer services across the wealth spectrum in these key areas:

Retirement and Estate planning

Investment management and solutions

Charitable giving strategies

Personal trust and estate settlement services

Bill paying services

Family office services

Business consulting services

Institutional client services

Dan Grover is a Sr. Private Wealth Advisor in Charlotte, NC for Ronald Blue Trust

As a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional, 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.
 
Dan joined Ronald Blue Trust in 1996. 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. He received his Master of Professional Accounting (Tax Specialty) from Clemson in 1990. Dan is also a Personal Financial Specialist (PFS) and a Qualified Kingdom Advisor.

 

Active in his community, Dan is a member of the North Carolina Association of CPAs (NCACPA) and the National Association of Personal Financial Advisors (NAPFA). Dan serves on the advisory board of SD Myers, Inc. and the Board of Directors of Water Mission International.

He and his wife, Nancy, have two children and live in Charlotte, NC.

 

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Ronald Blue & Co. was founded in 1979 by Ron Blue when he felt challenged and called to help people become better stewards of their wealth and have a better relationship with money by using not just technical expertise, but biblical principles as well. At Ronald Blue Trust, we carry on this tradition by welcoming the opportunity to do the same for our clients.

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