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.

 

Wealth Advisor

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

Office Manager

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

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

What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...
Doug Grover |
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Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...