Who We Are

Your partner in your journey toward

financial freedom, legacy, and impact

At Grundy’s Consultancy INC., we believe financial planning isn’t just about money. It’s about building a life of freedom, security, and purpose. That’s why we take a different approach — one built on clarity, stewardship, and trust.

Our team of experienced financial professionals brings together a full spectrum of services under one roof. From protecting your family with the right insurance strategy to helping your business secure capital for growth, everything we do is designed to serve your vision, not just your numbers.

We don’t believe in one-size-fits-all advice. We believe in intentional strategies, designed for the goals that matter most to you, whether that’s preparing for retirement, passing on generational wealth, or eliminating the burden of debt.

Grundy’s Consultancy was founded by Adam Grundhoefer, a financial educator and life insurance advisor who saw firsthand how limited financial literacy could keep good families and growing businesses from reaching their potential.

While serving as Executive Director at two residential schools, Adam discovered that 92% of families applying couldn’t afford tuition. That realization sparked a mission to bring financial empowerment to families and businesses through education, transparent planning, and powerful tools often reserved for the wealthy.

Today, Grundy’s Consultancy is built on that same mission: to make financial protection, tax-advantaged growth, and strategic wealth-building accessible to everyone, not just the elite.

Adam is more than a financial advisor — he’s a guide, a teacher, and an advocate for his clients’ futures. With years of experience and a heart for service, Adam brings clarity to complex topics and builds strategies that reflect each client’s real-life priorities.

Adam’s commitment to service, faith-aligned values, and professional excellence is what grounds everything we do at Grundy’s Consultancy.

We believe everyone deserves the opportunity to build a secure future — and that starts with a plan designed around your values and goals.

Whether you’re a growing business seeking capital, a parent thinking ahead to college costs, or a couple planning your legacy, Grundy’s Consultancy is here to help you take the next step with wisdom and confidence.

We don’t just build financial strategies. We build futures of freedom, stability, and intention.

We offer free discovery calls to help you explore what’s possible, answer your questions, and begin building a future you can count on.