A complete list of active advisors currently associated with Griffith & Werner, Inc.

Warmer can help you find a great advisor at Griffith & Werner, Inc. or one who fits your needs even better.

Griffith & Werner serves individual clients and family entities with integrated financial planning, investment management, and investment consulting. The firm works with a mix of clients to create personalized investment programs and written Investment Policy Statements that reflect each client’s income needs, tax considerations, timeline, and risk tolerance. The firm constructs portfolios in-house using primarily individual equity positions chosen for dividend-growth characteristics, supplemented by fixed income and occasional ETFs or mutual funds, and manages accounts on a discretionary basis unless instructed otherwise. Its approach emphasizes tax-aware position-level management, portfolio transparency, and income-focused strategies (including covered-call overlays for income needs) rather than relying primarily on pooled fund managers. A distinguishing operating feature is that all of the firm’s management persons are licensed life and annuity insurance agents and may receive commissions when recommending insurance products, which the brochure identifies as a potential conflict of interest. Griffith & Werner also emphasizes direct control over individual holdings to avoid embedded fund-layer fees and to enable security-level tax management, an approach that differs from firms that rely mainly on third‑party managers or fund-based solutions.

To learn more about the advisors currently working at Griffith & Werner, Inc., 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.