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Austin G

Series 66

Wilmington, NC

Zermatt Wealth Partners

Austin Griffie is a financial advisor at Zermatt Wealth Partners with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Merrill, Bank of America, and also engaged in entrepreneurial activities with Suited Media LLC. Zermatt Wealth Partners is an SEC-registered, fee-only wealth advisory and investment management firm serving individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm uses an asset-allocation–driven approach tailored to client objectives and offers comprehensive wealth planning and portfolio management services.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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