A complete list of active advisors currently associated with Grigg Financial, LLC

Warmer can help you find a great advisor at Grigg Financial, LLC or one who fits your needs even better.

The firm provides financial planning, consulting, and discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, and business entities. Services are delivered through written financial plans, hourly consulting, and ongoing asset management engagements that may involve recommending or monitoring third‑party investment advisers. Investment implementation typically relies on model portfolios and sub‑advisers for day‑to‑day trading and back‑office support, with the firm retaining supervisory and client‑facing responsibilities. The firm’s disclosed investable instruments include equities, fixed income, mutual funds and ETFs, as well as options, futures, structured products, direct indexing, and private placements — indicating the potential use of derivatives within separately managed accounts. Distinctive features for a firm of this size include an owner who also serves as chief compliance officer and a compact advisory team, and an explicit disclosure that derivatives and complex structured products may be employed in client accounts, a practice that is uncommon among peers. The brochure also notes the firm’s use of third‑party models and the firm’s adoption of AI tools for meeting recording and related risks, and it highlights work with specialized offerings such as Delaware Statutory Trusts and structured notes.

To learn more about the advisors currently working at Grigg Financial, LLC, 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.