# Grantvest Financial Group

Grantvest Financial Group is a Bank / Wealth / Trust based in Matawan, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Matawan, United States
- **Region:** North America
- **Address:** Matawan, NJ, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** grantvest.com
- **LinkedIn:** https://www.linkedin.com/company/grantvest-financial-group

## Regulatory record

- **CRD number:** 310272
- **SEC file number:** 801-129847
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310272

## About

Grantvest Financial Group was founded in 2019 by Matthew Reiner, CFA, a financial advisor who previously spent nearly a decade at a large independent wealth management practice focused on engineering and legal professionals. The firm is headquartered in Matawan, New Jersey, and was built explicitly as a fee-only registered investment advisor — accepting no brokerage commissions or third-party product revenue. This structure was chosen to align the firm's compensation with client outcomes, a posture it maintains across all advisory relationships. Its client base spans professionals, business entities, trusts, and estates with concentrations in New Jersey, New York, and Florida. Grantvest's investment approach leans heavily on diversified ETF and mutual fund portfolios, customized to individual tax, risk, and liquidity requirements rather than pooled institutional vehicles. The firm does not manage proprietary funds and does not publicize direct company holdings; instead, it designs individualized asset allocations that frequently blend equity, fixed income, and alternative exposures through third-party fund structures. Estate planning and intergenerational wealth transfer are core to its service model — the firm routinely integrates trust counsel and tax professionals into client strategy sessions. Geographic reach extends to New Jersey, New York, and southeastern U.S. markets where client families maintain residences and business interests. Headcount and aggregate assets have not been publicly disclosed, a typical posture for a boutique RIA that serves private clients rather than institutions. Since inception, the firm has operated from a single office in Matawan. As of 2025, Matthew Reiner continues as the firm's primary investment advisor and managing member, with no named partners, adjacent vehicles, or membership in disclosed peer networks like Tiger 21 or R360. The firm launched the "Witness Cash" podcast and associated content channels to build public visibility, discussing practice management and financial literacy rather than specific portfolio moves. May 2024: The founder published a book on financial advisory practice management, signaling an intent to shape industry conversation from an operator's perspective. Grantvest's structural distinction lies in its decision to remain a solo-advisor fee-only practice without a pooled fund vehicle — this makes it a pure fiduciary for each client mandate, with no incentive to steer assets into a firm-managed product. The succession question remains open: the firm has disclosed no external ownership, junior partners, or acquisition overtures, meaning client continuity currently depends on a single named principal.

## Sectors

- Wealth Management
- Estate Planning

## Questions

### Does Grantvest manage a pooled fund or offer proprietary investment products?

No. Grantvest does not operate any pooled fund, hedge fund, or proprietary investment vehicle. The firm constructs portfolios for individual clients using third-party ETFs, mutual funds, and, where client circumstance warrants, separate account platforms. This fee-only, fund-free posture means the firm receives no revenue from product manufacturers and has no incentive to cross-sell an in-house vehicle.

### In which geographies does Grantvest Financial Group operate?

Grantvest is physically headquartered in Matawan, New Jersey, and serves clients primarily across New Jersey, New York, and Florida. Its client base includes families with multi-state residency patterns, which drives the firm's emphasis on estate planning that coordinates across different state tax and trust law regimes.

## Related profiles

- [Grantham Foundation](https://altss.com/profile/grantham-foundation)
- [Grape Modern Wealth Management](https://altss.com/profile/grape-modern-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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