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Michael G
CFP®, Series 66
Durango, CO
Bentley Financial Group
Michael Gritis is a CFP® with 22 years of industry experience, currently serving at Bentley Financial Group since 2014. He has also been affiliated with LPL Financial LLC since 2009 and operates Gritis & Associates, a tax preparation and accounting firm. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis, uses options for hedging when appropriate, and incorporates third-party Independent Managers, managing approximately $393 million in discretionary assets.
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