Dan Grover

CFP®, CPA/PFS, CKA®

Ronald Blue Trust

Sr. Private Wealth Advisor

Dan Grover

CFP®, CPA/PFS, CKA®

Ronald Blue Trust

Sr. Private Wealth Advisor

My focus is to provide wealth management strategies and trust services based on biblical principles to help you make wise financial decisions, live generously, and leave a lasting legacy. - Dan Grover, CFP®, CPA/PFS, CKA®

(704) 759-9060

Fee-Only Financial Advisor serving the Carolinas.

Dan Grover is a Charlotte, NC fee-only financial planner. Ronald Blue Trust provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dan Grover is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

 

Dan Grover is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial, retirement and estate planning
  • Investment management and solutions
  • Charitable Giving Strategies
  • Personal trust and estate settlement services
  • Family office services
  • Business consulting services

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows
  • Doctors and Dentists

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Dan Grover is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Dan Grover is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • PFS - Personal Financial Specialist
    Dan Grover is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • Certified Kingdom Advisor
    Dan Grover is Certified Kingdom Advisor® (CKA®)

    The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.

Contact Dan Grover

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Office Locations:

  • 10706 Sikes Place
    Suite 175
    Charlotte, NC 28277-2747

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