Bayside Financial Group

Imagine a firm with experienced, independent professionals who are focused single-mindedly on the accomplishment of your most cherished financial goals. Welcome to Bayside Financial Group.

Our mission is to provide independent and objective financial solutions in a warm, friendly, professional environment.

Our ideal clients are conservative by nature and prudent with money. They have the ability to manage their own financial affairs, but understand that time is better spent doing what they love. Our clients are retired or nearing retirement. They are professionals, business owners, retirees, and public employees who want to grow their wealth and efficiently pass it on to the next generation.

If you have $500,000 or more, Bayside Financial Group is here to help you visualize your ideal lifestyle and develop the financial strategies to reach them. While all of our clients are unique, they have one thing in common; they want a long-term, independent advisory relationship with open communication and clearly defined goals and objectives.  We look forward to hearing from you.

 

Douglas W. Grover CFP®

Wealth Advisor
doug@baysidefinancialgroup.net

Doug Grover, CFP®, has built a successful career helping his clients prepare and enjoy their retirements.  He specializes in showing his clients how to avoid outliving their money.  His clients are conservative by nature and prudent with money and are in

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Wendy Grover

Office Manager
wendy@baysidefinancialgroup.net

Over the last 20 years, Wendy has worked as a sales & marketing professional in the automotive aftermarket and sports industry, and also helped run a small nonprofit organization.  Her experience includes new business development overseeing multi-million dollar budgets; managi

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Bayside Financial Group manages assets for individuals and families, providing investment management, and financial planning services.

 

Financial Planning

(through Cambridge)
 

Retirement Planning

(through Cambridge)
 

Investments

(through Broker/Dealer Cambridge Investment Research, Inc.)
 

Insurance

(through Bayside Financial Group)

Latest Blog Posts

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Doug Grover |
Categories
Lifestyle
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up. 1 They also can be shaped by when you grew up. That’s because each generation can have a distinct perspective and different experiences shaping their approach to money and financial choices. With that, every generation can bring its own strengths...

5 Smart Ways to Use Your Tax Refund in 2025

Doug Grover |
Categories
Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...

How to Stay Invested in Volatile Markets Without Losing Sleep

Doug Grover |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...