What We Do

At Grinkmeyer Leonard Financial, we serve employers, their employees, and anyone looking for financial advisory and investment services. Contrary to big institutions with Wall Street names, we offer independent, personalized advice and asset management free from conflict of sales quotas, proprietary products, or hidden agendas. Our goal is to achieve the results you are looking for, plain and simple. 

Institutional Services 

  • Fiduciary Services
  • Investment Due Diligence
  • RFP and Benchmarking
  • Health and Welfare
  • Nonqualified Deferred Compensation
  • Participant Education and Advice
  • Business Succession Planning
  • Executive Life Insurance

Wealth Management Services 

  • Investment Management
  • Retirement Income Planning
  • Estate Planning
  • Life, Disability, and Long-Term Care Insurance
  • Risk Management
  • Tax Planning
  • Cash Flow and Budgeting
  • Education Strategies

Retirement Plan Participant Services

  • Enrollment Guidance
  • Investment Advice
  • Retirement Strategies
  • General Financial Planning