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 Chris Grande, MSIM, CFP®, RMA®

Chris Grande, MSIM, CFP®, RMA®

I coordinate a team that helps a limited number of busy families develop a comprehensive, dynamic & intergenerational lifetime financial strategy and help keep them organized and accountable to their plan. Our value promise:

  1. Align your financial choices with your most important goals and most deeply held values;

  2. Get your entire financial house in order, and keep it that way, forever;

  3. Foster a "10" level of confidence that you will achieve your goals;

  4. Be your advocate for your wishes whether or not you can advocate for yourself;

  5. Maintain Absolute Confidentiality.

In a nutshell, our team worries about your money, so you don't have to. With a goal of keeping you informed, but not overwhelmed. So that you can spend less time thinking about money issues, and more time doing what you really want to be doing.

By doing so, I believe this will help you to fulfill your life's higher purpose. Is this the kind of relationship you'd like to have with your financial advisory team? If so, let's talk.

About Me

 In Marin

In Marin

I grew up in Somerville, MA (I almost guarantee you know someone who has lived in Somerville at some point; even President Obama lived there). I stayed local going to Tufts University where I studied history and economics. If you can believe it, I originally wanted to become a history professor. Eventually I figured out how that career path worked and added economics as it was the closest to “business” in a major that Tufts had at the time!

Starting off with a large financial firm, advising working families to buy mutual funds, term life insurance and consolidate their debt, I grew tired of the permanent sales push. After some exploration, I got interested in the fee-based advising side of the business.

Eventually I incorporated my own firm and went fully independent. A very happy decision indeed as I was always a bit of a rebel. The 9 to 5 grind seemed unattractive to me and even though my first few years with the big firm could be characterized as a failure, I eventually made things happen and got to this point.

I met my wife in San Francisco and now we spend time on both coasts. We both enjoy little restaurants (we both love noodles of all types), walking for miles through the city and hiking trails in Marin County or New Hampshire. I actually had ideas of titling my website the “bicoastal advisor” but decided not to (at this time). Perhaps I will name my Youtube channel with that. We have 2 kids who are wonderful and happily steal my time.

I’d enjoy hearing about your goals and your plans. If you’d like to learn more, explore my services pages which go through what we offer. If it sounds good, fill out my intake questionnaire and lets talk. Thanks for visiting my site!

Chris' Team

Chris is Principal at his firm Walnut Hill Advisors, LLC, a MA Registered Investment Advisor Firm. Chris has assembled an INDEPENDENT, experienced & credentialed team* to give you the highest probability of achieving what's important to you. As evidenced by progress toward your goals and execution of over 100 deliverables each year to our full service clients. We worry about your money so you don't have to.

 
  Christopher Grande, MSIM,  CFP®,  RMA ®  Chris is the Trusted Advisor and Director Of Client Services for our clients:   "I enjoy serving families one on one by helping them get their financial house in order and keeping it that way for the rest of their lives. I have worked to provide the highest level of comprehensive financial services to my clients for 23 years. When I'm not working in my garden, chasing the kids, or helping out in the community, you can find me reinvigorating my fitness routine!"

Christopher Grande, MSIM, CFP®, RMA®

Chris is the Trusted Advisor and Director Of Client Services for our clients:

"I enjoy serving families one on one by helping them get their financial house in order and keeping it that way for the rest of their lives. I have worked to provide the highest level of comprehensive financial services to my clients for 23 years. When I'm not working in my garden, chasing the kids, or helping out in the community, you can find me reinvigorating my fitness routine!"

 
  Denise Yelvington, CPA   Denise is our chief tax strategist, and tax preparer for our clients:  Denise has been working as a tax professional for over 15 years. She has extensive experience working with high net worth individuals, creative artists, and small businesses.  Denise provides a variety of tax services to all of our clients with enthusiasm and dedication, making her an indispensable advisor. She volunteers her time at various charities and community organizations in the Central Florida area.  Denise is also a partner at the CPA firm Sheffield Advisors.

Denise Yelvington, CPA

Denise is our chief tax strategist, and tax preparer for our clients:

Denise has been working as a tax professional for over 15 years. She has extensive experience working with high net worth individuals, creative artists, and small businesses.

Denise provides a variety of tax services to all of our clients with enthusiasm and dedication, making her an indispensable advisor. She volunteers her time at various charities and community organizations in the Central Florida area.

Denise is also a partner at the CPA firm Sheffield Advisors.

 
  Lindsay Quillen, MSW, LCSW   Lindsay is our team's independent health care strategist with a specialization on Medicare and retiree based health insurance plans:  Does your mom need help with her Medicare options? Are you reviewing retirement housing for your parents? Lindsay is an integral part of our intergenerational planning helping you help and take care of your family.  Lindsay runs her own Medicare consulting practice when she’s not working with Chris.

Lindsay Quillen, MSW, LCSW

Lindsay is our team's independent health care strategist with a specialization on Medicare and retiree based health insurance plans:

Does your mom need help with her Medicare options? Are you reviewing retirement housing for your parents? Lindsay is an integral part of our intergenerational planning helping you help and take care of your family.

Lindsay runs her own Medicare consulting practice when she’s not working with Chris.

 
  Joseph DiMeo, CBR   Joe is our independent Boston area real estate expert:   "I have been representing the north-of-Boston buyers and seller community since 1999.    In an industry characterized by aggressive personalities, my clients gravitate toward my calm demeanor. I am passionate about educating and empowering my clients with the right amount of knowledge and I am always ready and willing to inject humor into any situation to alleviate the stresses. I find that it's been a good formula over the years, so why now keep it going?"

Joseph DiMeo, CBR

Joe is our independent Boston area real estate expert:

"I have been representing the north-of-Boston buyers and seller community since 1999.

In an industry characterized by aggressive personalities, my clients gravitate toward my calm demeanor. I am passionate about educating and empowering my clients with the right amount of knowledge and I am always ready and willing to inject humor into any situation to alleviate the stresses. I find that it's been a good formula over the years, so why now keep it going?"

  Steve Mix   Steve is our independent and experienced mortgage professional with the ability to handle residential and investment lending needs for the people we serve:  From the first time home buyer to the sophisticated jumbo borrower or an investor; Steve provides exceptional service with a personal touch. He guides clients through the mortgage process step by step to ensure they understand the options available to fit their individual needs.

Steve Mix

Steve is our independent and experienced mortgage professional with the ability to handle residential and investment lending needs for the people we serve:

From the first time home buyer to the sophisticated jumbo borrower or an investor; Steve provides exceptional service with a personal touch. He guides clients through the mortgage process step by step to ensure they understand the options available to fit their individual needs.

  Steve Joyce, CIC   Steve is our independent insurance agent specializing in Home, Auto and Business Insurance:  And Steve is an entrepreneur running Welsh Parker Insurance with 6 offices around MA. Steve and his insurance team can review client insurance policies annually to answer 3 questions: Is the client's current insurance profile appropriate? If not, what needs to be adjusted? And lastly, are the clients paying what they should be paying for insurance?  Along with proper legal planning, insurance is a major defender of clients assets from losses due to sickness, accidents, injury and business mistakes. Steve helps make sure our clients are protected.

Steve Joyce, CIC

Steve is our independent insurance agent specializing in Home, Auto and Business Insurance:

And Steve is an entrepreneur running Welsh Parker Insurance with 6 offices around MA. Steve and his insurance team can review client insurance policies annually to answer 3 questions: Is the client's current insurance profile appropriate? If not, what needs to be adjusted? And lastly, are the clients paying what they should be paying for insurance?

Along with proper legal planning, insurance is a major defender of clients assets from losses due to sickness, accidents, injury and business mistakes. Steve helps make sure our clients are protected.

 

*Please Note  that consultants listed here are not employees of Walnut Hill Advisors and do not necessarily represent a recommendation to you to use their services. Please contact us to see if they’d be a good fit for you. However, If you contact them directly, you understand that you alone are responsible for that relationship.

Walnut Hill Advisors utilizes these outside consultants - very experienced & credentialed independent professionals - in helping us construct financial plans for clients. Moreover, we use a number of sources in addition to our consultants. These sources include other professionals specializing in mortgages, banking, health care, other areas of law including Medicaid, career counseling, psychology and coaching. Our goal is to provide a comprehensive level of service with the expertise and input of a variety of professionals.

Please see or disclaimer page regarding the providing of advice and this site.