A complete list of active advisors currently associated with Griffin Financial Services

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

Griffin Financial Services is a single‑advisor independent investment adviser that serves individuals, high‑net‑worth individuals, trusts, and business entities, managing roughly $12.1 million across a small client base. The firm offers ongoing discretionary and non‑discretionary asset management, portfolio monitoring, and optional financial planning services provided at no additional charge. The adviser draws on fundamental and cyclical analysis and modern portfolio theory to build client‑specific strategies based on documented goals, risk tolerance, and time horizons, with quarterly reviews that address allocation, rebalancing, and potential tax‑loss harvesting. Clients complete a profile to set objectives and may impose investment restrictions; fees are billed as a percentage of assets under management. What distinguishes this firm from many peers is the principal’s active outside businesses: the adviser is a licensed insurance agent and provides tax preparation services, and also maintains a separate legal practice and a small operating business interest. Those outside activities result in separate compensation streams (not part of advisory fees) and are disclosed in the brochure; the firm states procedures and fiduciary obligations are used to mitigate potential conflicts of interest.

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

Name	Location	Years of experience
James Griffin	Manassas, VA	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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