Grant Truax is an advisor who enjoys helping clients gain clarity and confidence as they build toward their financial goals. He brings a grounded, thoughtful approach to planning conversations and values building relationships that last over time.
Originally from a small town in Iowa, Grant graduated from the University of Iowa in 2021 with a degree in Finance. He began his career at Aspen Financial, first supporting the advisory team and then moving into an advisory role after earning his Series 7 and Series 66 licenses. Those early experiences helped shape his appreciation for client education, organization, and seeing the full picture of someone’s financial life.
Grant relocated to Lexington in early 2026 with his wife, Courtney, and the two are looking forward to exploring everything the city has to offer. Having grown up around horses, he especially enjoyed discovering Lexington’s equestrian culture. Outside of work, Grant loves watching sports and spending time with friends and family.