Welcome to Grace Financial Associates


Straight Talk
Straight talk happens when there is nothing to conceal, there are no hidden agendas or incentives and the Investment Advisor puts the interest of the client first.

Genuine Advice
Genuine advice is based on years of first hand experience of what has proven to work best for our clients without the influence of commissions or pressures to meet internal targets.

Exceptional Service
Exceptional service is reached when we never fail to talk to our clients on a regular basis; when we take pride in anticipating clients' needs; when our clients don't hesitate to pick up the phone and communicate with us; when we pride ourselves on the quality and speed of our response.

Integrity, Quality, Strength and Stability
To facilitate delivery of excellent quality financial services of the highest integrity, Paul Grace decided to associate with companies offering a superior level of strength, stability and support.



Our Partners

We are fortunate to have access to a full, state of the art range of portfolio and investment management services through our partner Loring Ward International Ltd.,
a San Jose firm that utilizes funds from Dimensional Fund Advisors. Loring Ward is an eminent leader in developing cutting edge asset class portfolios.



 

Our registered broker-dealer,Independent Financial Group, LLG of San Diego,
a member firm of both the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA), oversees compliance issues.