Grantham Financial
Todd G Grantham
Wealth Management Advisor|CFP®, ChFC®, CASL®, MSFS, ChSNC®
Client Testimonial
My experience working with Todd and Grantham Financial came at a critical juncture in my life. My employer had recently gone through a major reorganization, and I was left to decide whether to face retirement earlier than I had planned or try to find other options in the working world. Retiring would also include navigating health care until becoming eligible for Medicare. Todd and his team put together a comprehensive plan which confirmed I could in fact retire and still maintain my standard of living. Knowing I could securely retire has brought peace of mind so I can focus on the next adventure of life without worrying about finances. Working with Todd and his team over the years has allowed me the continued emotional freedom to spend time on projects, travel, and family with the confidence that they are keeping track of all things in the financial world for me. I love working with Todd and his full team!
Get to know our dedicated team
As former athlete and coach, I understand the value of having a coach to help you define your goals, create strategies and maintain the conviction and discipline needed to achieve success. I also understand the importance of having a team in which each member shares my focus, values, and drive.
Grantham Financial’s mission is to be your financial coach, bringing you innovative financial tools and expert guidance to help you develop and navigate your complete financial strategy. My team's commitment to developing life-long coaching relationships is built upon our core values of excellence, integrity and personal accountability.
Jeffrey P Michaels
CFA®, CFP®
Director of Investments and Planning
Jeff Michaels joined Grantham Financial in 2012 and is responsible for the firm’s investment strategy and management of client portfolios. He also works with Todd to develop client financial plans and accompanying wealth planning strategies.
Jeff earned his Chartered Financial Analyst (CFA®) charter in April 2024 and is also a CERTIFIED FINANCIAL PLANNER™ professional, Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®).
Jeff attended Woodberry Forest School in Virginia and graduated from University of North Carolina at Chapel Hill with a BS in Business Administration. He lives in Raleigh with his wife, Maggie, and daughters Blythe, Mabel and Hattie. He loves to play golf and attend live music events. Jeff supports the Diaper Bank of NC and Christ Episcopal Church.
Reach out to Jeff with:
- Questions about your financial plan
- Questions about investment strategies
Charissa Gowl
Director of Operations
As Director of Operations, Charissa manages investments and insurance operations for Grantham Financial. Since joining the team in 2021, she has attained her life, health, and long term care licenses as well as her Series 7 and 63. She is originally from Greensboro, and has her BS in Nutrition from UNCG. She currently lives in Durham with her husband, Matti, and she enjoys reading and spending time outdoors.
Reach out to Charissa for:
- Insurance and investment applications and servicing
- Updating personal information, including name and address changes
- Updating account information, including beneficiary designations or bank account changes
Robyn Grantham
Marketing Assistant
Robyn taught in the Wake County Public School System for 30 years before joining the Grantham Financial team, where she assists with marketing. She is originally from Ohio but has been in NC for most of her life, graduating from NCCU with a degree in elementary education. She currently lives in Durham with her husband, Todd, where she enjoys walking her dogs and traveling with family and friends.
Reach out to Robyn for:
- Marketing event questions
- Email newsletter subscriptions or removals
- Updating personal information, including name and address changes