At Founders Grove, you’ll find the advisors you trust to help cultivate, grow and preserve your wealth.
LET'S CONNECTEXPERIENCE THE GROVE
The Founders Grove team offers a unique perspective on wealth management, dedicated to helping clients cultivate, grow and enjoy their success.
You'll Experience:
Deep & Trusting Relationships
We believe in building strong, lasting ties that help integrate your financial goals with who you are.
Authenticity
Our clients turn to us for straightforward advice and an approachable manner. You'll always be treated with empathy and honesty.
Advanced Designations
We go beyond standard certifications with advanced designations that equip us to manage complex challenges for high-net-worth individuals.
Independent Advice
We’re not tied to any particular products, platforms or ownership entities, so we can offer objective analysis and a nimble, transparent approach to every engagement.
Growth Mindset
We love our work and approach it with passion and entrepreneurial spirit. We embrace learning new things.
Your Goals
Embrace What You’ve Built
From Wealth accumulation to estate and tax planning, you'll find a team who collaborates, embraces your financial concerns, applies expertise and detail to every engagement, and guides you through major life transitions by listening, understanding, and empowering.
At Founder’s Grove, we believe it’s time to celebrate your hard-earned success. It is time to share the excitement of every milestone. It is time to live abundantly.
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INTEGRITY & EXPERIENCE
YOUR FOUNDERS GROVE TEAM
Jeremiah Winters
Founder, Managing Partner, CEO
CAP®, CFP®, CPWA®, RICP®
“Living is about love, family and serving others. Through them we find true fulfillment.”
Kate Atwood
Founder, Managing Partner, President
CFP®, CEPA®, CRPC®
“What we keep we lose, only what we give remains our own.”
Jen Thompson
Chief Operating Officer
“Go Big or Go Home!”
Abbey Sorensen
Director of Client Experience
“Your only limit to your impact is your imagination and commitment.”