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RIA  COACHING

Architect
Your Future

Grandview & Co. helps RIA leaders focus on what matters most: building a thriving business, driving predictable client results, and creating a sustainable future. 

 

Ready to optimize your successful practice?

Why Grandview

What sets me apart:

I've built what you want to build. From launching a $500M RIA to scaling it to $650M with breakthrough efficiency, I've turned the challenges you face into opportunities for growth.

Real solutions, not theoretical advice. Every strategy, system, and framework I share has been tested in the real world, often in my own practice. You don't just get ideas, you get battle-tested solutions.

Experience matters, but perspective transforms. I bring both–decades spent building and scaling successful wealth management practices, plus the insight that comes from having made the journey you're considering.

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You get me, not a team of junior consultants. Direct access to deep experience and a powerful network built over three decades in wealth management.

Steve Tenney, Founder

Custom solutions, not cookie-cutter plans. Whether optimizing your RIA or planning your independence, I will build a program that fits your unique vision and goals. 

Fog and Nature
"If you are a wealth management entrepreneur, or are thinking about becoming one, I would highly recommend a conversation with Steve."
- Austin Philibin, Chief Operating Officer, OFS Wealth

What I offer

For RIA Leaders Ready to Scale Beyond Practice Mode

Proven Frameworks & Resources

  • Access to my new book, RIA Succession Alpha, with battle-tested strategies from 30+ years in wealth management

  • Custom implementation of proven methodologies (EOS, CEPA frameworks)

  • Exclusive network of strategic partners and industry connections

RIA Assessment & Strategic Planning

  • Comprehensive firm evaluation across growth, operations, and succession readiness

  • Gap analysis identifying your biggest opportunities for impact

  • Strategic roadmap development with clear priorities and timeline

Executive Coaching & Leadership Programs

  • Ongoing strategic guidance and accountability for sustained growth

  • Deep-dive sessions for breakthrough planning and execution

  • Leadership development focused on delegation, vision clarity, and work-life integration

"Anyone with aspirations for significant growth or change will benefit from engaging in a conversation with Steve."

- Jennifer Breton Lebel, CEO, Lebel & Harriman Retirement Advisors

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Turn your vision into a reality.

Schedule a confidential

30-minute consultation today.

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