A complete list of active advisors currently associated with Graff Financial LLC

Warmer can help you find a great advisor at Graff Financial LLC or one who fits your needs even better.

Graff Financial, LLC is a boutique advisory firm that provides asset management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, and business entities. Services include ongoing investment advice, written financial plans addressing taxation and estate/trust matters, and implementation recommendations that clients may choose to execute through their custodian. The firm employs model asset‑allocation portfolios implemented primarily with no‑load mutual funds and exchange‑traded funds, relying on both quantitative and qualitative research and periodic portfolio reviews. Graff Financial manages the majority of its assets on a non‑discretionary basis—requiring client approval before executing trades—which makes the investment process more collaborative and can affect trade timing and implementation. Graff Financial reported $87,503,710 of non‑discretionary assets under management as of December 31, 2025, a characteristic that is uncommon among independent advisers and highlights an emphasis on client‑directed decisions. The firm also offers standalone financial planning, does not use performance‑based fees or wrap programs, and discloses it does not receive compensation from fund or insurance companies when recommending investments.

To learn more about the advisors currently working at Graff Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.