Andrew Grant is passionate about helping individuals and families feel confident about their financial future. With a personalized, long-term approach, he builds real relationships with his clients, meeting them where they are in life and guiding them toward where they want to be.
A graduate of Otterbein University with a BA in Finance, Andrew continues to give back to his alma mater as an adjunct faculty member and serves on the board of directors for the Otterbein “O” Club. He was recognized as the university’s 2021 Rising Star Award for his leadership and professional accomplishments.
Andrew holds his Series 7, 31, 63, and 65 securities licenses, along with insurance licenses. He offers a wide range of services, from helping clients select individual investments to developing comprehensive retirement strategies supported by access to robust research and market expertise.
Based in Galena, Ohio, Andrew lives with his wife and two children. He’s an avid golfer and a dedicated fan of Ohio State and Cleveland sports. Outside the office, Andrew is active in his community, volunteering with the Mid-Ohio Foodbank the Humane Society, and serving as a youth basketball coach. He takes pride in supporting the development of his players, both athletically and personally, much like he supports his clients: with consistency, care, and a focus on long-term growth.