GRANT THOMAS
Principal Asset Management
As a Certified Exit Planning Advisor (CEPA®), Grant Thomas is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Grant Thomas - - Principal Asset Management - Cumming, Iowa, city=Cumming, display_country=United States, hs_object_source_detail_1=Find a CEPA February 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=grant-thomas, lname=Thomas, hs_object_source_id=enrollmentId:2368583465813;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20FEBRUARY%202026/THOMAS-GRANT-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-FEBRUARY.pdf, hs_createdate=1772808205786, state=Iowa, id=49567869472, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Grant Thomas, email=, associated_contact_record_id=185567590788, website=www.principalam.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20FEBRUARY%202026/11568_Thomas_CEPA-Certificate-2026-February.pdf, is_editable=editable, url_slug_2=grant-thomas, impersonate_user_url=https://exit-planning-institute.org/member-detail/grant-thomas?impersonation=true, full_name=Grant Thomas, hs_lastmodifieddate=1773346284314, phone=+1 515-210-8248, company_name=Principal Asset Management, name=Grant, hs_object_id=49567869472, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=50061, status=Published, hs_updated_by_user_id=86818742}
- Advisor Type: Wealth Manager
- Website:
https://www.principalam.com - Phone: +1 515-210-8248
- City: Cumming
- State: Iowa
- Postal Code: 50061
- Country: United States
- Designations:
- Markets Served:
- Company Name: Principal Asset Management
