Why Grove Capital Advisors?

As a family business started in 1965, we believe that nothing is more important than taking care of the people we love. Our partners, Rich Jarman, Managing Partner and Senior Investment Officer, and Isaac Rankin, Partner and Financial Advisor, are also cousins and share both a family tree and an attachment to their family’s land and roots in Gaston County, NC. A grove is a place where many trees share deep roots. Our clients are also like family, and we believe in treating them with the same care that we would want our loved ones to receive. Our family meets your family at Grove Capital Advisors.


Our History

Dick Jarman started in the financial services industry in 1965. From day one, he always knew the biggest priority: putting the client first. Dick would go on to found the Jarman Financial Group of Wells Fargo Advisors with his son and our Managing Partner and Senior Investment Officer, Rich Jarman, and they served clients together for almost 25 years. Dick’s spirit and his care for his clients live on in the work of Grove Capital Advisors.



A Word From Our Founder

Dick was a man of many great sayings. He loved nothing more than to share scripture and other wisdom with his clients. And there was always a lesson behind every phrase. Dick was fond of referencing Proverbs when describing how to achieve wealth: “Steady plodding brings prosperity…” Proverbs 21:5. His humor and booming laugh were also a part of every conversation with the clients he also considered friends. While it’s too hard to pick a favorite saying, we think this is one is fitting as we look to the future of serving clients at Grove Capital Advisors:




“The only thing constant in life is change. There are only two questions: Where are you? And where are you going?”
-Dick Jarman

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Business Services

Your company is one of your most important assets. It’s the product of your hard work. We can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Estate Planning Strategies

We believe everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

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Individual Retirement Accounts

Even if you already participate in a qualified employer sponsored-retirement plan (QRP) such as a 401(k), 403(b) or governmental 457(b), an IRA can help supplement these savings. Similar to a 401(k), IRAs offer the potential for growth in a tax-advantaged account. Over time, that can help make a significant difference in your retirement savings.

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Insurance

You can't avoid all risks in life. We believe insurance can play a key role in helping preserve your assets and achieve your financial goals. It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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