Bill Groves

Meet Bill — A Financial Guide with a Personal Mission

In 1999, Bill joined the investment world with a clear purpose: to support hardworking individuals like his father—who spent a lifetime paying off his home but had no roadmap for building long-term financial security. That personal experience became the spark for Bill’s commitment to helping everyone have clarity and confidence around their money.

When faced with the painful reality that his father didn’t meet the ‘asset minimum’ to stay on as a client in the Investment Firm Bill had joined, Bill made a bold decision to go independent.  Since then, he has dedicated his career to guiding people to align their financial choices with their life goals — always with empathy and support, and of course knowing that everyone has different priorities.  Because as Bill says, "Everyone's path is different, the real joy is walking the path with them."

Beyond the Office

Bill shares life’s adventures with his wife, Judith, and their 14-year-old son, Will, who keeps the family active and energized. A lifelong athlete himself, Bill spent over 15 years cycling at a competitive level and later trained for the Ironman. While those days might be behind him (cue Bruce Springsteen's Glory Days) he stays involved by coaching, swinging a golf club now and then, and maintaining a healthy lifestyle.