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

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

Griffin Financial Advisors serves individual investors, families, trusts, small businesses and retirement plans, including high‑net‑worth clients, and provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and project or hourly advice. The firm reports about two advisory professionals and manages assets across both investment management and standalone planning engagements. The firm operates as an independent, fiduciary advisory practice that charges asset‑based, fixed and hourly fees and documents client objectives with an investment policy statement or risk‑tolerance questionnaire. Its investment process uses fundamental, technical and cyclical analysis, may employ separate managed accounts on custodial platforms, and follows a seven‑step financial planning workflow with periodic reviews and monitoring. Unlike many peers, the firm’s principals maintain licensed insurance practices and, as outside business activities, may offer insurance products for commissions under a separate DBA (the brochure notes roughly 2% of principal time devoted to insurance). The firm discloses this potential conflict, provides mitigation steps and retains custody and execution relationships with a major custodian while otherwise positioning itself as fee‑focused.

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

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