Timothy Grimes is the founder of the firm. A pioneer among Registered Investment Advisors, Tim was early to adopt the client-centric advisory model, acting as a fiduciary to his clients. Tim also recognized the value of financial planning and earned his CERTIFIED FINANCIAL PLANNER™ designation in 1989, well before the CFP® became a well-recognized mark within the industry. Tim has been in the financial services since graduating from Bryant College in 1971. He spent 10 years working in various management positions for a large insurance and financial service corporation before leaving to establish his private financial planning practice in 1981. Tim’s private practice was incorporated as Grime