Advisors who know your name.
A small, deliberate practice. Built for relationships that last decades — not quarters.
What we believe about advice
Your advisor should know your children & grandchildren's names — not just your account numbers.
Founder & Lead Advisor
Nicholas Tilli
The Founder
Twenty years. One standard.
After years at larger organizations, Nicholas Tilli decided to build something different — a practice designed around the belief that a financial practice should serve a life, not the other way around.
Nick has worked every level of this industry. From the phones to leading the wealth management division of a top-50 CPA firm. From national RIAs to global institutions including Fidelity Investments. Along the way, he saw firsthand how tax, estate, and financial planning either work together or quietly undermine each other.
He has consulted with top technology companies on equity compensation — the RSUs, the options, the concentrated positions, and the complexity that comes with them.
Grounded Wealth is what happens when you take that experience and build something from scratch — without the legacy structure, the product shelf, or the commission incentive. Just a fiduciary practice built around the way wealth management should have worked all along.
Nick lives in Minnesota with his wife, three kids, and two dogs. When he is not building Grounded Wealth, he is outside — near water if possible, frozen or otherwise.
“Time is the one asset none of us can get back.”
— Nicholas Tilli
A Client's Perspective
Working with Nick has been a breath of fresh air. I moved to Nick from a larger institution whom I felt was checking the box on our wealth planning. Nick and team are excellent to work with, and I would highly recommend them to anyone looking for a better experience than what they have today.
DisclosureThe person quoted above is a current client of Grounded Wealth and was not compensated, in cash or otherwise, for this testimonial. No material conflicts of interest are known to exist between the person quoted and Grounded Wealth in connection with this testimonial. Testimonials are not representative of all clients and are not a guarantee of future performance or success.
Our Commitments
Four promises. Written down.
We answer our phones.
No call trees. No junior associates. When you call us, the person who built your Financial Practice™ picks up.
We charge one fee.
No commissions. No revenue sharing. No hidden product fees. One number — and it is always the one we quoted you.
We are fiduciaries by design.
Not by disclosure. The structure of our firm — fee-only, RIA-registered, independent — makes it legally impossible for us to put our interests ahead of yours.
We build practices, not portfolios.
Your portfolio is one of ten Practice Domains we help you build. Our job is not to beat a benchmark. It is to help you build a life you do not need to escape from.
Credentials
The standards we hold ourselves to.
Certified Financial Planner
The highest standard in financial planning. Held to a fiduciary duty across every client interaction.
Registered Investment Advisor
Registered with the SEC. Fee-only. Fiduciary at the firm level — not the product level.
The Process
Discuss. Dream. Design. Do.
Every client relationship begins the same way — with your life, not your portfolio.
Discuss
It starts with a call. No obligations, no sales pitch — just a conversation to see if we are the right fit for each other. We listen to where you are and what you are hoping to build.
Dream
We explore your life. Your definition of enough. Your North Star. Your family, your work, your vision for what comes next. No forms. No projections. Just clarity about what matters most.
Design
We map your ten Practice Domains together. We identify where you stand, affirm what is already working, and build a financial system — your Grounded Flow — that moves money with intention.
Do
We implement. Portfolios built. Flow activated. Practice Solutions deployed across the domains that need them most. Then we review quarterly — bringing Visibility, Affirmation, and Pursuit.
Start with Step 1 — a conversation costs nothing.
Next step
Meet your advisor.
A 30-minute conversation. No sales pitch. Just a clear look at whether we are the right fit.