Griffiths, Dreher & Evans, P.S., CPAs
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Griffiths, Dreher & Evans, P.S., CPAs is an SEC‑registered investment adviser that serves individuals, high‑net‑worth clients, business owners and retired entrepreneurs, providing discretionary investment management as well as accounting, business valuation and business‑sales advisory services. The firm operates as a combined CPA practice and registered adviser and manages client assets on a fee‑only, discretionary basis.
The firm frames client relationships with a written Investment Plan and Investment Policy Statement, uses fundamental security analysis and asset‑class investing principles (including global diversification and modern portfolio theory), and implements portfolios primarily through mutual funds and ETFs. Advisors monitor portfolios continuously, hold regular review meetings, prepare quarterly performance reports, and use portfolio‑allocation software to design and transition allocations.
What is distinctive about the firm is its dual role as a licensed public accounting firm and registered investment adviser: most principals and a majority of investment representatives are CPAs, and accounting work occupies about half of the advisers’ professional time. Because of that affiliation, the firm emphasizes coordinated management of business and personal financial affairs for owner‑clients, discloses potential conflicts where accounting and advisory services overlap, and accepts engagements only when it believes it can act as a fiduciary.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.50% annually
Fee-only: Fee-only advisor with no commissions or other compensation; fees are paid directly by clients
Main office
408 N Mullan Rd
Spokane WA 99206
Advisors at this office
9
Most active in
Arizona · California · Idaho · Montana · Texas · Washington
Also doing business as
Griffiths And Company, Cpa, Ps Corp · Griffiths And Company, Ps · Griffiths Wealth Management, LLC · Griffiths, Dreher & Evans, P.S., Cpas · Griffiths, Dreher & Evans, Ps, Cpas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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