Timothy J. Grimes
Tim is the firm's founder and avid seaglass collector.
Timothy Grimes is the founder of the firm. A pioneer among Registered Investment Advisors, Tim was early to adopt the client-centric advisory model, acting as a fiduciary to his clients.
Tim also recognized the value of financial planning and earned his CERTIFIED FINANCIAL PLANNER™ designation in 1989, well before the CFP® became a well-recognized mark within the industry. Tim has been in the financial services since graduating from Bryant College in 1971. He spent 10 years working in various management positions for a large insurance and financial service corporation before leaving to establish his private financial planning practice in 1981. Tim’s private practice was incorporated as Grimes and Company in 1999, and the company has grown into a true enterprise and one of the largest and most successful RIA’s in the country.
Barron’s magazine recognized Tim as one of the “Top 100 Independent Financial Advisors“ in the country from 2009 through 2016 when he stepped down as president of the firm. Tim enjoys working with long term clients and is an active member of the Executive Management Team and the Investment Council.
Tim enjoys spending time with his 8 grandchildren and fishing on his boat off of Cape Cod. He is also an avid collector of seaglass having accumulated an extensive collection over the years from many walks on the beach.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.