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 individuals, families, trusts, small businesses and pension plans, working with both high‑net‑worth and non‑HNW clients. The firm provides personalized financial planning and portfolio management, generally billed as a percentage of assets under management, and delivers periodic reviews and planning documents to clients. The firm implements tailored investment programs that reflect each client’s objectives and risk tolerance, using fundamental, technical and cyclical analysis and offering both discretionary and non‑discretionary management. Financial planning follows a documented seven‑step process from data gathering through implementation and monitoring, and the firm may utilize outside specialty managers available on custodial platforms while noting it does not currently employ separately managed accounts. What is noteworthy is that the firm’s principals maintain separate insurance‑agent businesses and occasionally offer insurance products on a commission basis—an affiliation the brochure discloses and states occupies a small portion of their time, with conflicts of interest mitigated by the firm’s fiduciary duty and client choice. The firm is a small, two‑adviser office managing roughly $66 million in client assets, combines long industry tenure with a CFP®‑credentialed advisor, and occasionally provides educational newsletters and seminars to clients.

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.