Julian Grubbs

I've always had a passion for helping people and solving problems. Growing up in a small town outside Pittsburgh, I watched my mom navigate being widowed in her 30s and eventually build the financial planning business she runs today. Her determination and intentional growth inspired me. I also saw my stepfather deal with the constant stress of corporate travel and the pressure to always stay connected. Those experiences taught me the value of work-life balance and doing right by people.

After graduating from the University of Pittsburgh at Greensburg with a degree in Psychology, I jumped into the corporate retail world and found success quickly. But I eventually lost faith in that company's commitment to its people and customers. That experience changed how I thought about my future. I wanted to help people the same way I had helped develop and promote team members, but in a more meaningful way.

My mom invited me to learn about what she does for work, something I never fully understood growing up. When I saw the planning-focused business model and how it genuinely helps people problem-solve and improve their lives, I knew it was the right fit. Now, as a Financial Advisor with my CRPC designation and Series 7, 66, SIE, and life, accident, and health licenses, I get to combine my psychology background with my passion for service.

I specialize in executive compensation, foundational planning, entrepreneurial ventures, and retirement planning. I feel these clients have the greatest need for thoughtful guidance in today's marketplace. What I love most is working with people who appreciate our relationship and the value of the collaboration we share. Within our planning process, we meet clients where they are financially, mentally, and emotionally. This client-first approach creates safe and trusting relationships that give people clarity and confidence as we work toward their specific goals.

Today, I live in Parrish, Florida, about 20 minutes from our Sarasota office and within 50 minutes of some of America's most beautiful beaches. Parrish is still relatively undeveloped, which reminds me of rural Pennsylvania and lets me ride my motorcycle for hours without traffic or red lights. But I can still reach a major city like Tampa in under an hour. It really is the best of both worlds.

When I'm not working, you'll find me golfing, riding my motorcycle, relaxing on the beach with loved ones, watching or playing sports, or spending quality time with family and friends. I believe that family means everything in shaping who we become and what we value.