About Us

I’m Grant Joiner, Founder of Vineyard Wealth Group, CERTIFIED FINANCIAL PLANNER® professional, and a proud resident of West Tisbury.

My family moved to the Island in the 1980s, and after graduating from MVRHS, I pursued a degree in business at Arizona State University. Since then, I have dedicated my entire career to the financial services industry at both small and large firms. I returned to the Island in 2020 to focus on my family, health, and contributing to the community that shaped me. With a passion for fostering strong, long-term relationships, I’m committed to building a thriving, independent business that serves the Island and its residents with integrity and personalized care.

Professional Background

I bring over 18 years of experience in financial planning, estate management, and investment advisory services. Before returning to Martha’s Vineyard, I spent nearly 14 years at Charles Schwab, where I managed one of the largest complexes in the nation, overseeing more than $15 billion in client assets, three offices, and 30+ employees across the Washington, DC area. More recently, I spent nearly four years as a Senior Financial Advisor at Martha’s Vineyard Investment Advisors, a subsidiary of Martha’s Vineyard Bank, where I focused on serving Islanders and meeting their financial needs.

Throughout my career, I’ve consistently delivered exceptional client service and business results. My accomplishments include:

Being named to the 40 Under 40 lists by the Alexandria, Virginia Chamber of Commerce (2020) and the Martha’s Vineyard Chamber of Commerce (2023).
Recognized as one of Washington, DC’s Best Financial Advisors by Washingtonian Magazine in 2014, 2019, and 2021.
Receiving Charles Schwab’s prestigious Chairman’s Club Award twice, reserved for the top 3% of employees nationwide.

Today, I specialize in providing tailored financial guidance to individuals, families, and organizations, leveraging my deep expertise to help clients achieve their goals.

Community & Personal Life

Outside of work, I’m deeply engaged with the Martha’s Vineyard community. I’m an active board member at the Martha’s Vineyard YMCA and a passionate member of the Amity Island Running Club. In 2023, I completed the Boston Marathon, raising over $8,000 for the Doug Flutie Jr. Autism Foundation.

On a typical day, you’ll find me running along the Island’s scenic bike paths, often with my son Jack in a jogging stroller. My wife Chelsea and I also enjoy cheering on our daughter Marlow as she pursues her love of the arts and computer sciences.

I’m proud to call Martha’s Vineyard home and look forward to helping our community grow and prosper through thoughtful financial planning and stewardship.

Education, Licenses, and Designations

● CERTIFIED FINANCIAL PLANNER®

● Accredited Asset Management Specialist® and Chartered Mutual Fund Counselor®

● Series 7, 9, 10, 66 Securities Licenses, Life & Variable Annuity Insurance License

● Bachelor of Science in Marketing – Arizona State University, 2007

● Executive Certificate in Financial Planning – Georgetown University, 2013

● Six Sigma Black Belt - Ira A. Fulton Schools of Engineering, Arizona State University, 2011