Verified recordFinancial Services

Michael McFarland

President CEO at Grandview Wealth Advisors

Based in Suwanee, United States

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Seniority

C-Team

Department

General Business & Management

Location

Suwanee

Industry

Financial Services

Company size

1

Contact information

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Email

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m•••••••@grandviewwealthadvisors.com

Phone

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Background

About Michael McFarland

Mike McFarland founded GrandView in 2008 with the vision to offer exceptional financial services to business owners in and around Gwinnett County. Today, Mike leads the team of specialized GrandView tax and accounting**, risk management, employee benefits, wealth accumulation and preservation, and succession planning professionals who work collaboratively to meet a full range of clients’ financial needs. In addition to serving as CEO, Mike is also the Director of Investment Services and Planning. In this capacity he applies the GrandView investment approach emphasizing preservation of principal and generation of cash flow to fund retirement. By focusing on generating passive income, as well as building account value, Mike and his team help clients successfully achieve life’s milestones. Registered to offer securities products throughout the U.S.* Prior to starting GrandView, Mike spent 12 years in various positions honing his abilities to provide smart, personalized investment consultation, as well as developing management skills. A graduate of the University of Georgia—Terry College of Business. Mike enjoys spending time with family, travel, and UGA football.*Securities offered through StoneX Management Inc, member FINRA/SIPC Advisory Services offered through StoneX Investment Advisors Inc.**GrandView Planning Group, LLC is not affiliated with StoneX Wealth Management, Inc. StoneX Wealth Management does not offer tax advice, audits and other services offered by certified public accountants located in this office. These services are provided as part of the CPA practice independent of StoneX Management, Inc.

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