Our Mission, Vision, and Values
Expertise for your well-planned retirement.
Our Mission, Vision, and Values
Expertise for your well-planned retirement.
GRIP Financial Team
We implement clear, tax-efficient retirement plans our clients can trust.
Mike Gilman
Founder, CPA
Leveraging his experience as a CPA, Mike specializes in designing personalized, tax-efficient retirement strategies to help clients make informed decisions with confidence.
The driving force behind GRIP Financial is his desire to go deeper with fewer clients and serve them with excellence. His passion for retirement planning stems from his desire to work one-on-one with each client and help them experience that light bulb moment when they see, understand, and have complete confidence in their retirement plan.
Mike has a broad perspective from his experience in the accounting and finance industry since 1996. Before his launch in personal financial planning, he began his career in public accounting. He later transitioned into Corporate Finance with Capital One, then Head of Mortgage Finance with SunTrust (now Truist).
Mike was born and raised in Richmond, Virginia, and met his wife, Hollie, in elementary school. They married in 1996 and have three adult children and two grandchildren—so far. He enjoys spending time with his family, preferably on the golf course and watching UVA Basketball. Go, Hoos!
Mission
We help solve the confusion of knowing when you can retire and what it will look like, with tax-smart strategies for a confident retirement.
- Confident in your retirement plan.
- Confident we are being proactive.
- Confident you can depend on us.
- Confident we are stewarding resources appropriately.
- Confident we are providing the guidance we would want to receive.
Vision
We strive to be the most trusted retirement guide in Virginia, dedicated to providing excellent, client-first solutions designed to help you achieve your goals and peace of mind.
We are committed to:
- Acting in the best interest of every client.
- Creating the best plan for every client.
- Using the best tools available.
- Helping every client live their best retirement.
Values
What we stand for:
Honor
Call it integrity, principle, or the Golden Rule. We believe it’s doing the right thing at the right time for the right reason.
Stewardship
A steward is a trusted overseer of another’s valuables or property. We take our job seriously, and we do not take trust for granted.
Excellence
In everything we do, we strive to be excellent in approach, performance, and principle.
Excitement
Call us crazy, but we get excited about doing this work. It is energizing—and even fun! Passion is hard work plus energy.
Transparency
Every advisor charges fees, but you don’t always see them. We work hard for you at a competitive rate and post it on our website so you know what you are getting. No surprises.
Gratitude
We believe being thankful makes us better stewards. We are excited to be a blessing, dedicated to giving our best, and appreciative of what we’ve been entrusted with, grateful for every opportunity and relationship.
Take the first step toward a confident retirement.