The Value of Financial Advice

Work with a financial professional who’s invested in your success. 

The internet offers an abundance of investment information and advice, appealing to both novice and pro investors. While some investors are comfortable with their own ability to sift through mountains of information, pick and choose shortcuts, and make the right choice at every turn, the majority still choose to work with a financial professional. Like you, they realize that there is no cookie-cutter formula for success.

The true road to financial independence requires mapping out an investment strategy that fits your goals. Your realities. Your dreams for the future. It also requires a financial professional who has been there — a Cadaret Grant professional who knows the way.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.