About Us
Grimsey was founded in 1983 by its namesake, Phil Grimsey. By then, Phil had practiced as an accountant exclusively for medical professionals for five years. At just 26, and with the abundant enthusiasm, confidence and passion of youth, Phil knew he could do it better. And so, our history began.
Phil remains a fulltime working partner to this day, as are the other four partners of the firm. Along with twenty other staff members, we have built our reputation for excellence by:
- focusing exclusively on high net worth individuals, particularly medical, dental and pharmacy professionals;
- developing lifelong relationships with our select clientele; and
- Growing expertise, knowledge and networks, second to none, in our niche field.
We are an innovative, people-oriented firm, committed to managing expansion in a way that continues to grow our expertise, whilst retaining our small firm character.
Our continued success has much to do with the fact that for twenty five years we have never wavered from our shared mission, and our clients have reaped the financial rewards.
Our Mission
We guide and teach people with high income earning power or potential to build real wealth. We do so by maintaining the highest level of specialist expertise; by being accessible and responsive; and by providing our people with opportunities for challenging and rewarding careers. We aspire to make every client a client for life by working tirelessly to inspire trust in our dedication, and confidence in our expertise.
Our Promise to You
As a Grimsey client:
- You will retain a financial coach for life, educating you in wealth creation and probing every area of your personal and professional life that might affect your net worth.
- You will benefit from the network of specialist contacts, strategic alliances and affiliations we have developed within your industry over the years.
- You will have access to the highest levels of expertise within our firm, in any matter, upon request.
- You will always encounter a hands on, sleeves rolled up approach. We know that it is our intimate knowledge and understanding of your particular business that gives us our edge.
- You will enjoy flexibility because we understand and accommodate the heavy time constraints you face.
- You will never feel like a faceless, nameless file.
We invite you to experience the Grimsey difference by contacting us to make an appointment at your convenience.
