Financial Moves for New Parents: A 5-Point Checklist
Becoming a parent is an exciting phase in life’s journey. Suddenly, you’re responsible for another…
Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors and the lead for the Reston office. He has been with the firm and its predecessors since 2007. With over a decade of experience as a fiduciary and objective advisor, he has supported high net worth individuals and their families, endowments, and other institutional clientele.
No matter the client’s unique circumstances, Grant has demonstrated the ability to integrate key areas of investment management, cash flow and retirement planning, and insurance planning. This ensures clients he is considering a wide range of variables that could impact their financial lives while most importantly, managing their risk.
Grant’s success with institutional clients includes the leadership of multi-member investment committees, tailored portfolio construction, investment and spending policy statement development, and thoughtful cash management solutions. This expertise has enabled institutional clients to remain focused on their core missions.
Since 2019, Grant has been recognized four times by Washingtonian Magazine as a “Best Financial Adviser”* in the Washington, DC area and was voted one of Northern Virginia’s Top Financial Professionals** in 2023.
Grant is an Advisory Board member of the ‘Madison Investment Fund,’ a student-led investment fund that serves as an outside money manager to the James Madison University Foundation.
Grant resides in Vienna, Virginia with his wife, Ashley, and their two children, Gavin and Claire.
Previous Experience
- Director at Bronfman Rothschild
- Director at Highline Wealth Management
Education & Credentials
- BBA, James Madison University, Finance
- Certified Financial Planner™
- Series 65 license
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*2024 Washingtonian Washington, DC’s Best Financial Advisers list is based upon a survey of local financial industry peers and was published on 1/15/2024.
**2023 NorthernVirginia Magazine Top Financial Professionals in NoVa list is based upon a survey of all Northern Virginia financial professionals and was published on 8/24/2023.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
More from Grant
