Meet the Team

Grant Trimble AIF^®, CFP^®, CEPA

Founder, Wealth Advisor

As the founder of Trimble Wealth Advisors, Grant has spent his career helping families offload the burden of planning for their financial futures. He prides himself on helping take worry off his clients’ plates so they can focus on thriving in the present. Grant also works with business owners to plan for and navigate future transitions and exits, helping them align their personal financial goals with the value they have built in their businesses. In addition, he works with corporate clients to deliver retirement plans to their employees, with an emphasis on overall financial wellness.

Grant holds a Bachelor of Arts in Economics from Northwestern University, where he played varsity soccer. He began his career in 2004, founded Trimble Investment Group in 2011, which later became Trimble Wealth Advisors in 2022.

Grant is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® (AIF®) designation. He is also a Certified Exit Planning Advisor (CEPA®) through the Exit Planning Institute, with specialized training in helping owners of privately held businesses build value, prepare for an eventual transition and coordinate their business and personal financial planning.

Outside of the office, Grant enjoys spending time with his wife, Liz, and their three children, Henry, Charlie and Georgia. Much of that time is spent traveling as a family and keeping up with the kids’ activities. These days, Grant puts his soccer experience to use coaching youth soccer and is often reminded by his body that it is best to remain a coach. He also enjoys golfing, skiing and reading.