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

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

Griffin Partners provides financial planning, portfolio management, and general consulting to individuals, trusts, pension and profit‑sharing plans, corporations, estates and charitable organizations. The firm reports managing about $284 million for roughly 33 clients and offers both discretionary and non‑discretionary management as well as stand‑alone planning engagements. Investment advice is implemented through individualized Investment Plans and may combine fundamental, technical and charting analysis with allocations to mutual funds, ETFs, fixed income, alternative pooled vehicles and options strategies. The firm also uses third‑party managers and Unified Managed Account platforms, and discloses that some client investments may carry separate manager‑level or fund‑level fees. Noteworthy differences from many peers include a high level of assets per advisor, explicit use of options and other derivative strategies in client accounts, and access to alternative investments through pooled vehicles. The brochure also discloses that the firm’s principal is licensed to sell insurance and may receive commissions on insurance recommendations, that it recently revised lead‑generation/referral arrangements (removing a SmartAsset reference), and that it participates in a custodian program that provides technology and research benefits.

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