Griffiths, Dreher & Evans, P.S., CPAs logo

Griffiths, Dreher & Evans, P.S., CPAs

Updated today

Client AUM

$311,378,205

Clients

915

Advisors

9

of 25 employees

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

Portfolio management Pension consulting

Expertise

Wealth management

Occupation focus

Founder/Business Owner Retired

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Fee options

Percentage

$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

Other

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

Advisors at this firm

user avatar

Alec G

Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Alec Griffiths is a Series 65 licensed financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, where he has worked since 2017. He has four years of industry experience and previously worked for 24 Taps from 2014 to 2017. Outside of advising, he serves as a business manager at Griffiths, Dreher & Evans, a CPA firm. Griffiths, Dreher & Evans provides discretionary investment management and accounting services to individuals, business owners, trusts, and CPA clients. The firm integrates accounting and advisory services, managing over $232 million in discretionary assets while emphasizing global diversification and asset-class investing.

Wealth management Founder/Business Owner Retired
user avatar

James C

PFS™

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

James Coleman is a PFS™ credentialed advisor with 19 years of industry experience. He has been with Griffiths, Dreher & Evans, P.S., CPAs since 2005. Griffiths, Dreher & Evans, P.S., CPAs is an SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, and retired entrepreneurs. The firm combines discretionary investment management with accounting, business valuation, and business-sales advisory services, emphasizing coordinated financial management supported by its CPA background.

Wealth management Founder/Business Owner Retired
user avatar

Cameron S

Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Cameron Scott is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, holding a Series 65 designation and six years of industry experience. He has been with Griffiths, Dreher & Evans since 2017. Outside of advisory work, he previously worked for Five Mile Pizza and Eastern Washington University. Griffiths, Dreher & Evans is an SEC-registered investment adviser and CPA firm serving individuals, high-net-worth clients, business owners, and retired entrepreneurs. The firm provides discretionary investment management alongside accounting, business valuation, and business-sales advisory services, emphasizing coordinated management of clients’ business and personal finances.

Wealth management Founder/Business Owner Retired
user avatar

Brett S

PFS™, Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Brett Smith is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs in Spokane, WA, holding the PFS™ designation and Series 65 license. He has 15 years of industry experience and has been with the firm since 2006. Outside of his advisory role, he is also a practitioner at the CPA firm Griffiths, Dreher & Evans. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management to individuals, business owners, trusts, and CPA clientele, alongside accounting, business valuation, and business sales advisory services. The firm manages over $232 million in discretionary assets and integrates accounting with investment management, emphasizing asset-class investing, global diversification, and portfolio efficiency primarily through mutual funds and ETFs.

Wealth management Founder/Business Owner Retired
user avatar

Raymond E

Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Raymond Eichten is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs, holding a Series 65 credential with four years of industry experience. He has worked at Griffiths, Dreher & Evans since 2021 and previously held roles at Leffel, Otis & Warwick, P.S., and Stewart-Longhurst. In addition to his advisory work, he is involved in the firm's CPA practice. Griffiths, Dreher & Evans, P.S., CPAs is an SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, and retired entrepreneurs. The firm provides discretionary investment management alongside accounting, business valuation, and business-sales advisory services, emphasizing coordinated management of business and personal financial affairs.

Wealth management Founder/Business Owner Retired
user avatar

Eric B

PFS™

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Eric Blazekovic is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs with six years of industry experience. He holds the PFS™ designation and has been with Griffiths, Dreher & Evans since 2017. Prior to that, he worked at MBD Creations, Inc. and Dollar Tree, and spent five years at Eastern Washington University. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management primarily to individuals, business owners, trusts, and CPA clientele, alongside accounting, business valuation, and sales advisory services. The firm integrates accounting and investment advisory services and emphasizes asset-class investing, global diversification, and portfolio efficiency while managing over $232 million in discretionary assets.

Wealth management Founder/Business Owner Retired
user avatar

Gregory K

Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Gregory Kelly is a Series 65-licensed advisor with Griffiths, Dreher & Evans, P.S., CPAs in Spokane, WA, where he has worked for nine years. He has eight years of industry experience and previously worked at Davis Transport Inc. Kelly is also a practitioner at the firm’s CPA practice. Griffiths, Dreher & Evans, P.S., CPAs is an SEC-registered investment adviser and CPA firm serving individuals, high-net-worth clients, business owners, and retired entrepreneurs. The firm provides discretionary investment management alongside accounting, business valuation, and business-sales advisory services, focusing on coordinated management of business and personal financial affairs.

Wealth management Founder/Business Owner Retired
user avatar

Todd E

PFS™, Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Todd Evans is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, holding the PFS™ designation and Series 65 license. He has 19 years of industry experience and has worked at Griffiths, Dreher & Evans since 1997. Griffiths, Dreher & Evans is an SEC-registered investment adviser and CPA firm serving individuals, high-net-worth clients, business owners, and retired entrepreneurs. The firm combines accounting and discretionary investment management, employing fundamental security analysis and asset-class investing principles to structure portfolios primarily with mutual funds and ETFs.

Wealth management Founder/Business Owner Retired
user avatar

Deanna D

PFS™, Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Deanna Dreher is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs, holding the PFS™ designation and Series 65 license, with 19 years of industry experience. She has worked at Griffiths, Dreher & Evans since 1999. Outside of her advisory role, she is involved in property management through ownership of APEX Property Management. Griffiths, Dreher & Evans is an SEC-registered investment adviser and CPA firm serving individuals, high-net-worth clients, business owners, and retired entrepreneurs. The firm provides discretionary investment management alongside accounting, business valuation, and business-sales advisory services, utilizing fundamental security analysis and asset-class investing principles primarily through mutual funds and ETFs.

Wealth management Founder/Business Owner Retired
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