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 grandchildren's names — not just your account numbers.
Founder & Lead Advisor
Nicholas Tilli
The Founder
Twenty years. One standard.
Nick spent two decades inside the traditional wealth industry — at broker-dealers, insurance carriers, and RIA firms — watching the same pattern repeat. Good people selling products. Great families getting mediocre advice. Conflicts of interest hidden behind polished language.
He founded Grounded Wealth™ on a single idea: that advice and execution should not be the same thing, and that fiduciaries should be paid to think — not to sell.
He is a CFP®, author of The Four Ways to Wealth, and the architect of the Financial Practice™ framework — the methodology behind every client engagement.
“Money is downstream of life. Everything else is noise.”
— 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.
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.
Never more than 0.79% AUM. 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.
Next step
Meet your advisor.
A 30-minute conversation. No sales pitch. Just a clear look at whether we are the right fit.