Homestead Financial is a full-service wealth management and financial planning firm owned and operated by Grant Durham. Grant has a very diverse background which allows him to relate to clients from many different walks of life.

Grant entered the financial industry after experience helping his Soldiers in the Army through their personal financial struggles. He realized he had a passion for financial coaching and chose to enter the profession after leaving the military.

He began his career in 2015 with Waddell and Reed, a firm known at the time for its emphasis on holistic planning and personalized service. Being both young (compared to most financial advisors) and not one for cold calling and door knocking, growth in the business came slowly. Recognizing a need for experience with a wider range of clients, he joined Trailblaze Wealth Group and apprenticed under Kirby Shineman for several years. During this apprenticeship he gained valuable reps working with high net worth clients, multi-generational cases and other unique situations. In a world dominated by high turnover and low experience, this was invaluable.

In 2021, LPL Financial closed a deal to purchase Waddell and Reed. As independent contractors, all the advisors had the opportunity to join LPL or move their book of business elsewhere. After much research, Grant and the team decided to join LPL and it has been a great decision. LPL is a fantastic company in that they allow the freedom needed by an independent financial advisor to serve their clients in the best way possible. LPL’s client services and technology platform are state-of-the-art and the product offerings leave nothing to be desired.

In 2022, Grant decided it was time to strike back out on his own and he has been solely serving his own clients since then. In 2024 he rebranded his practice to be called “Homestead Financial”, while the practice still clears through LPL Financial.

Many advisors in this industry set asset minimums, in other words, they only want to work with high net worth clients, because, let’s face it, when you get paid based on a percentage of assets, more assets means more pay. And while Grant has and is very comfortable working with multi-million dollar clients, he believes that the most rewarding client may be the young kid just out of college starting his very first investment account or the young couple opening a college fund for their child. Grant has always said instead of having an ‘asset minimum’, he has an ‘attitude minimum’. He believes everyone can and should become a high net worth individual and his goal is to be there with you from start to finish.

The average age of an advisor in America is mid-50s. That means that they’ll likely retire before many of their clients! And that means they’ll likely get handed off to someone they don’t know, who’s less experienced and possibly not aligned with their worldview. By working with Grant who’s in his 30s but already has almost 10 years experience as a financial advisor, you’re getting both longevity and experience.