A complete list of active advisors currently associated with Griffin Black, LLC

Warmer can help you find a great advisor at Griffin Black, LLC or one who fits your needs even better.

Griffin Black serves individuals, retirees, executives, professionals, entrepreneurs, and small business owners, with particular experience working with Silicon Valley technology and bio‑tech professionals and clients who have cross‑border or international ties. The firm offers Holistic Wealth Management, Investment Management, and ongoing financial planning, and provides advanced analyses for matters such as RSU strategies and executive compensation. Investment programs are tailored to each client’s goals and risk profile, with portfolios typically diversified across mutual funds, ETFs, individual stocks and bonds, and, where appropriate, allocations to independent managers and private funds. Griffin Black provides consolidated reporting through an online Investment Portal and third‑party aggregation tools, actively manages cash sweep arrangements, and notes use of AI tools under a formal AI policy to support—rather than replace—advisor judgment. Compared with many peers, the brochure discloses a number of atypical operational features: the firm uses client testimonials in its advertising, it maintains specific programs and procedures for cross‑border and international clients, and it offers a Pathfinder program aimed at helping younger clients scale into a holistic relationship. The brochure also highlights practices that deviate from some peers—such as including held‑away assets in fee calculations, providing charitable account management through donor‑advised fund arrangements, and formal controls around AI and cybersecurity.

To learn more about the advisors currently working at Griffin Black, 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.