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

One Economy, Two Realities: Understanding Today's Economic Divide

Doug Grover |
Categories
Finance
Investments
Savings
Credit
Risk Management
Retirement
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the headlines. When Economic Signals Might Contradict Economic indicators paint a puzzling picture. Market gains create wealth while financial stress intensifies. Corporate profits surge while consumer confidence splits. Premium...

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Doug Grover |
Categories
Estate Planning
Family
Health
Disability
Insurance
Risk Management
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure. So how do you start the talk without it turning tense? Here’s a guide to help you open the door with empathy, avoid common...

What Recent Inflation Signals Mean for Financial Planning

Doug Grover |
Categories
Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management
Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers provided important context about the direction of inflation and interest rates. For anyone trying to make sense of their money right now, understanding these shifts matters. Inflation Didn’t Disappear—But It’s Slowing...