A complete list of active advisors currently associated with Griffiths, Dreher & Evans, P.S., CPAs

Warmer can help you find a great advisor at Griffiths, Dreher & Evans, P.S., CPAs or one who fits your needs even better.

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.

To learn more about the advisors currently working at Griffiths, Dreher & Evans, P.S., CPAs, 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.