Local advice, from
Martha’s Vineyard locals.
Investments, taxes, and estate planning.
One team. One simple advisory fee.
What Makes Us Different?
Vineyard Wealth Group is Martha's Vineyard's only fee-only registered investment adviser offering in-house tax preparation alongside investment management. Grant Joiner, CFP® and Enrolled Agent, founded the firm after nearly 20 years in financial services, including managing a $15 billion branch complex at Charles Schwab. He moved home to build something different, one team, one fee, and one plan that brings your investments, tax strategy, and estate planning together. No handoffs. No commissions. Just straightforward advice built around your life here.
Who We Work With
We work with people at all stages of their financial life.
Retirees and those nearing retirement
You’ve built your wealth and want to turn it into a reliable income plan while managing taxes and long-term decisions with confidence.
Busy professionals and nonprofit leaders
You’re balancing complex decisions and want your investments, taxes, and planning working together in one clear strategy.
Families planning for the future
You’re thinking about the next generation. Education, legacy, and estate planning, and want a coordinated, long-term approach.
How We Help
Three services. One team. One fee.
Investments
We build and manage a portfolio aligned with your goals, risk tolerance, and long-term plan. Your investments are continuously coordinated with your tax situation, cash needs, and overall financial strategy.
Tax Strategy & Preparation
We don’t just plan for taxes. We prepare them as well. By combining strategy and execution, your tax plan stays aligned with your broader financial picture, with fewer gaps and missed opportunities.
Estate Planning
A thoughtful estate plan protects your legacy and supports those you love. Through our partnership with Wealth.com, we help you create and maintain key documents while keeping your plan aligned with your overall financial strategy.
Local experience. Thoughtful guidance.
As both a CERTIFIED FINANCIAL PLANNER® professional and Enrolled Agent, Grant provides integrated guidance across investments, tax planning and preparation, and long-term strategy.
Grant has lived and worked on Martha's Vineyard for years, advising families, retirees, and business owners who call the Island home. He understands the financial realities of life here, including seasonal income, real estate decisions, and estate planning for multi-generational families, and builds plans around them.
What does fee-only mean?
A fee-only advisor is compensated exclusively by the client, not by commissions, referral fees, or product sales. At Vineyard Wealth Group, you pay one transparent advisory fee.
What does fiduciary mean?
A fiduciary is legally required to act in your best interest at all times. As a fiduciary, Grant Joiner is held to a higher legal standard than most financial advisors. Every recommendation is made with your interests as the priority.
Ready to simplify your financial life?
Schedule a free, no-pressure consultation with Grant at our Vineyard Haven office or by phone.
We'll review your situation and give you honest guidance on whether working together makes sense.