About The Granite Table
Brayden Sandberg spent 4 years at Fidelity Investments in client-facing advisory roles. He earned his Series 7 and 66 licenses, built deep expertise in financial planning and investment management, and worked with hundreds of clients across every stage of life.
But he kept noticing something. The people he admired most — the contractors, the roofers, the electricians, the plumbers who built real companies with their hands — were the ones getting the least help. These owners had $1M to $5M locked in their business and no plan to unlock it. Their advisor had never stepped foot in their shop. Their exit strategy was “work until I can't.”
He left Fidelity in July 2025 to close that gap. Granite Table was built to bring the same institutional-quality advisory that large companies take for granted to the small business owners who need it most.
The Name
A granite table is where people gather. It's permanent. It's solid. It's where agreements are made and partnerships are built.
When you sit at The Granite Table, everyone's interests are aligned — the owner, the advisor, the specialists. No hidden agendas. Just a solid plan built on a solid foundation.
Core Principles
Transparency
Every fee, every referral arrangement, every cost is disclosed and explained upfront. You will never wonder where your money is going or who is getting paid what.
Alignment
Our compensation is structured so we succeed when you succeed. We are not incentivized to sell you things you don't need or drag out engagements that aren't working.
Coordination Over Execution
We don't pretend to be experts at everything. We find the right people, coordinate the work, and make sure it gets done. Your job is to run your business. Our job is to make it more valuable.
Simplicity
Business advisory shouldn't require a translator. We distill complex concepts into clear, actionable language. If you can't understand it, it's our fault, not yours.
Integrity
The same message delivered privately and publicly, to every party involved. What we say to you is what we say about you. No exceptions.
Technology Edge
Granite Table leverages proprietary AI-powered systems to assess businesses, track progress against valuation goals, and coordinate specialist networks with precision. These are tools typically reserved for private equity firms — now available to the home services companies that need them most.