A complete list of active advisors currently associated with Graham Financial

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

Graham Financial provides investment management, financial planning and consulting to individuals, high‑net‑worth and ultra‑high‑net‑worth clients, as well as trusts, estates and small businesses. The firm delivers discretionary portfolio management alongside planning services and can arrange tax and bookkeeping support or family‑office style retainers as part of its client engagements. The firm generally takes a long‑term, strategic approach that combines fundamental and technical analysis, with an explicit focus on minimizing taxes, fees and expenses in portfolio construction. Graham Financial customizes allocations to clients’ goals and risk tolerance, retains legacy positions when appropriate for tax or fit reasons, and will trade shorter term for rebalancing or cash needs. What is distinctive is that, despite operating as a solo‑registered advisor with a small number of directly managed client accounts, Graham Financial reports a substantially larger amount of assets under advisement (over $300 million) and can serve in a chief‑investment‑officer capacity for ultra‑high‑net‑worth families under customized AUM/AUA or flat‑fee arrangements. The firm’s offering of retainer‑based family‑office services and optional tax/bookkeeping work, combined with its dual AUM/AUA model, differentiates it from many peers of similar size.

To learn more about the advisors currently working at Graham Financial, 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.