About

Matthew D. Grishman

Matthew D. Grishman

Author, Principal, Money & Relationship Advisor

3470 Mt Diablo Blvd
Ste A210
Lafayette, CA 94549

About Me

Gebhardt Group, Inc. is an independent private wealth management firm that specializes in guiding families through major life transitions.
We are fiduciaries for individuals, multi-generational families, professional athletes, business executives, and entrepreneurs with busy, complex lives and financial assets greater than $1 million. 

Our purpose in life is help people strengthen their relationship with money by challenging conventional thinking. We have unique beliefs about family, work, fun, and money that are completely counter to our Wall Street upbringing and our mainstream culture. 



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