GPM Growth Investors, Inc. logo

GPM Growth Investors, Inc.

Updated today

Client assets under management

$274,003,358

Clients

217

30% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

43

Low

Average account size

$1,262,688

About

GPM Growth Investors serves individual and high-net-worth clients, as well as trusts, estates, and small businesses, offering discretionary portfolio management and comprehensive wealth planning. Services include individual-stock and balanced portfolios, actively managed ETF-based strategies for smaller accounts, and financial planning delivered using the eMoney platform.

The firm’s investment approach emphasizes long-term ownership of competitively advantaged U.S. companies, typically building concentrated portfolios of roughly thirty positions and supplementing with ETFs when appropriate. Research-driven practices, described as “research activism,” combine financial modeling, expert interviews, and paid research to develop conviction, while balanced accounts use a flexible mix of stocks, bonds, and cash to meet income and risk objectives.

GPM is 100% employee-owned and discloses that team members invest alongside clients, a governance and alignment feature that is less common among peers. The firm also maintains formal business continuity and succession planning that explicitly addresses transition of the founder/majority shareholder, and it generally does not vote client proxies, instead reserving the option to reduce or liquidate positions when issuer actions are viewed as materially unfavorable.

Client services

Financial planning Portfolio management

Expertise

Wealth management General retirement planning Income planning Charitable giving & philanthropy Multi-generational wealth transfer

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001+: 0.85%

Project-based

Consulting services may be charged on an hourly or project fee basis, specific rates not stated.

Other

Account minimum: $1,000,000 for individual securities accounts; $100,000 for ETF-based accounts (exceptions can be made) Fee-only: Investment management fees as percentage of assets under management (see tiers above). No commissions.

Main office location

GPM Growth Investors, Inc.

39533 Woodward Ave, Suite 145

Bloomfield Hills MI 48304, United States

Number of offices

1

Most active in

Florida · Illinois · Michigan · New York · North Carolina · Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Charles R

Series 65

Bloomfield Hills, MI

GPM Growth Investors, Inc.

Charles Roehrer is a financial advisor at GPM Growth Investors, Inc. with four years of industry experience. He holds a Series 65 designation and has worked previously at Strategic Wealth Advisors Group, American Retirement Advisors, and as an independent insurance agent. GPM Growth Investors is an employee-owned investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm emphasizes long-term ownership of competitively advantaged U.S. companies through a disciplined valuation process and offers stock-focused, balanced, and actively managed ETF-based portfolios.

Wealth management General retirement planning Income planning Charitable giving & philanthropy Multi-generational wealth transfer
user avatar

Brittney D

Series 63, Series 65

Bloomfield Hills, MI

GPM Growth Investors, Inc.

Brittney Della Torre is a financial advisor at GPM Growth Investors, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Griffin Portfolio Management Corp. since 2018, following two years at Financial Independence, LLC. GPM Growth Investors is an employee-owned investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on long-term ownership of competitively advantaged U.S. companies through a disciplined valuation process and offers stock-focused, balanced, and actively managed ETF-based portfolios combined with comprehensive financial planning.

Wealth management General retirement planning Income planning Charitable giving & philanthropy Multi-generational wealth transfer
user avatar

Steven F

Series 65

Bloomfield Hills, MI

GPM Growth Investors, Inc.

Steven Feeman is a financial advisor at GPM Growth Investors, Inc. in Bloomfield Hills, MI, holding a Series 65 designation with two years of industry experience. Prior to joining GPM Growth Investors, he worked in the mortgage industry at Perry Johnson Mortgage Company, Inc. and Amerisave Mortgage Corporation. GPM Growth Investors is an employee-owned investment adviser offering discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on long-term ownership of competitively advantaged U.S. companies through a disciplined valuation process and employs concentrated stock portfolios, balanced variants, and actively managed ETF strategies.

Wealth management General retirement planning Income planning Charitable giving & philanthropy Multi-generational wealth transfer
user avatar

Timothy G

Series 63, Series 65

Bloomfield Hills, MI

GPM Growth Investors, Inc.

Timothy Griffin is a financial advisor at GPM Growth Investors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Griffin Portfolio Management Corp. since 1993. GPM Growth Investors is an employee-owned investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on long-term ownership of competitively advantaged U.S. companies through a disciplined valuation process, offering stock-focused, balanced, and actively managed ETF-based portfolios.

Wealth management General retirement planning Income planning Charitable giving & philanthropy Multi-generational wealth transfer
user avatar

Joseph G

Series 65

Bloomfield Hills, MI

GPM Growth Investors, Inc.

Joseph Griffin is a financial advisor at GPM Growth Investors, Inc. with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Malbork Capital Management LLC and as a self-employed investment research analyst. GPM Growth Investors is an employee-owned investment adviser that offers discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm focuses on long-term ownership of competitively advantaged U.S. companies selected through a disciplined valuation process, managing concentrated stock portfolios, balanced portfolios, and actively managed ETF-based accounts.

Wealth management General retirement planning Income planning Charitable giving & philanthropy Multi-generational wealth transfer
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")