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Grinkmeyer and Leonard Wealth Management is an independent investment consulting firm headquartered in Birmingham, Alabama.  Grinkmeyer and Leonard Wealth Management has distinguished itself throughout the southeastern United States for providing specialized expertise and services to defined contribution retirement plan sponsors and health and welfare benefit plan sponsors while also offering wealth management and  investment consulting to private clients.

For Individuals looking for independent investment advice and specialized financial guidance, Grinkmeyer and Leonard Wealth Management can help you carefully chart a course to pursue financial success.  We invite you to explore our website to learn more about our Investment and Wealth Management services and look forward to learning more about your specific needs.

Our
Defined Contribution Consulting Services can help employers looking for efficient and effective solutions to minimize their fiduciary risk, enhance investment opportunities, improve the overall plan experience and, ultimately, maintain highly successful retirement plans.  From investment analysis and due diligence to employee communications and vendor fee benchmarking, our process-driven solutions seek to protect employers from corporate and personal financial liability and increase investment opportunities.

Our 
Health and Welfare Benefit Services assists employers and plan sponsors in developing a cost efficient and benefit rich plan that meets the needs of their employees by conducting annual plan design reviews, claims analysis and contribution analysis.  Our service model covers everything from employee communication to regulatory compliance to vendor bid negotiations.

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Key Points in the President's 2015 Budget Proposal: The budget's more of a presidential "wish list" but could still impact America's wealthy and middle class.

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Last Updated: 04/14/14


Headlines & Recent Articles
Retirement Report – January 2014

"Specialty Asset Classes in a Retirement Plan Menu" 
Investment in specialty asset classes surely have a place in constructing a diversified portfolio, but what kind of complexities do they pose when included in a retirement plan as a stand alone investment option?   More>>

"Understanding Fee Methods"
With plan fiduciaries having the ability to elect and pay plan fees in a number of different ways, we take a brief look at some of the more common methods. More>>



New Participant Disclosure Requirements - Are You Ready? - August 2011

Like it or not, 401(k) Plan Sponsors are about to face added pressure from their participants like never before.  In less than a year, your employees will receive new annual and quarterly statements outlining the fees they are paying in their retirement accounts along with specific investment information, leaving many Plan Sponsors concerned about how they will handle “hard questions” regarding lackluster or poor investment performance and “new” fees that may have previously gone unnoticed.  More>>


Trent Grinkmeyer Earns Accredited Investment Fiduciary® Designation from fi360 - October 29 2010  Trent Grinkmeyer of Grinkmeyer and Leonard Wealth Management has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360), an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. More>>



Grinkmeyer and Leonard Wealth Management Recognized as one of Birmingham's Fastest Growing Companies - April 23, 2010
Thanks to our valued clients and hardworking staff, Grinkmeyer and Leonard Wealth Management recently earned the Birmingham Business Journal's prestigious Pacesetters Award.  Trent and Valerie would like to thank the many families and businesses who have allowed us to offer guidance and advice throughout the years.  Without you, our success would not be possible and we appreciate each and every one of you!

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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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