Your Financial Future, Our Priority
Empowering Financial Success Since 1997
🇺🇸 Service-Disabled Veteran-Owned Business
We understand the value of service, integrity, and commitment to our clients.
Grove Financial Group, Inc. has been helping families and individuals plan for their financial future since 1997. Based in Mobile, Alabama, we're a small, family-oriented firm that believes in giving personal attention and clear, honest advice.
Whether you're planning for retirement, building wealth, or protecting your family's financial future, we're here to guide you every step of the way with the discipline and precision that comes from our military background and academic expertise.
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Our Mission
Grove Financial Group, Inc. is driven by a clear mission: to empower individuals, families, and businesses to achieve their financial goals through comprehensive, ethical guidance.
Our Core Purpose
We help our clients:
Make Sound Financial Decisions
Providing expert guidance to navigate complex financial choices with confidence
Maximize Wealth
Developing strategies to grow and protect your financial resources over time
Move Toward Retirement Goals
Creating personalized pathways to secure your financial future
Our Approach
Ethical, Client-Centered Advice
We prioritize your best interests in every recommendation and decision. Our commitment to transparency, honesty, and putting your interests first guides everything we do.
Personalized Financial Solutions
Tailored strategies that fit your unique circumstances, goals, and timeline. No cookie-cutter approaches – every plan is crafted specifically for you.
This mission drives everything we do, from initial consultations to long-term financial planning partnerships.
Leon M. Grove
Founder & Financial Advisor
Professional Credentials
- ChFC® - Chartered Financial Consultant
- RICP® - Retirement Income Certified Professional
- Military Veteran - Financial Management Expertise
- Former College Professor - Finance Education
Meet Our Leader
Leon M. Grove founded our company after serving in the military and teaching finance at the college level. His unique background gives him a disciplined, strategic approach to financial planning, combined with the teaching skills to explain complex topics in ways that make sense.
During his military service, Leon developed expertise in financial management by overseeing pay structures, entitlements, and benefits for service members. This experience taught him the importance of precision and attention to detail when it comes to people's financial security.
As a college professor, Leon educated thousands of students on finance fundamentals, portfolio management, and debt strategies. This teaching experience refined his ability to break down complicated financial concepts into understandable, actionable advice.
This rare combination of military discipline, academic knowledge, and teaching ability allows Leon to deliver financial guidance that is both strategically sound and personally meaningful to each client.
Our Clear Path Forward: 6-Step Process
Understand Your Risk Comfort
We'll help you figure out how much market risk makes sense for your unique situation and timeline.
Review Your Financial Picture
We'll look at what you have now and where you want to go, creating a clear baseline for your planning.
Optimize Your Social Security
We'll help you make the most of this important benefit with strategic timing and claiming strategies.
Create Your Retirement Roadmap
We'll build a clear, actionable plan to get you where you want to be financially.
Organize Your Investments
We'll help structure your savings for both growth and protection based on your goals.
Put It All Together
We'll create an action plan and check in regularly to keep you on track as life changes.
Who We Help
Pre-Retirees
Individuals and couples planning for retirement who want to ensure their golden years are financially secure.
Current Retirees
Retirees who want to make their money last and maintain their lifestyle throughout retirement.
Growing Families
Families protecting their loved ones' financial future and building wealth for the next generation.