A complete list of active advisors currently associated with Groff Wealth Management

Warmer can help you find a great advisor at Groff Wealth Management or one who fits your needs even better.

Groff Wealth Management, LLC provides integrated wealth management and financial planning to individuals and high‑net‑worth clients, generally operating with a stated $1,000,000 account minimum that may be reduced on a case‑by‑case basis. The firm delivers continuous, discretionary portfolio management together with financial planning services that address retirement, tax planning, estate matters, college savings, insurance, cash flow, and business‑owner issues. Investment decisions are guided by Modern Portfolio Theory and a blend of passive and active strategies, with an emphasis on asset allocation, diversification, and tax efficiency. The firm may use outside managers and has a formal sub‑advisory arrangement with 55ip to implement model portfolios and provide automated tax‑loss harvesting for selected client accounts. Distinctive features include its fee‑only structure and status as a recently formed, solo CFP®‑led advisory practice with no assets under management at the time of its ADV filing. The firm stands out among peers for having an early operational partnership with a model‑portfolio/tax‑loss harvesting provider and for relying on an institutional custodian platform (Charles Schwab) for execution, custody, and supporting technology while coordinating referrals to unaffiliated third‑party professionals.

To learn more about the advisors currently working at Groff Wealth Management, 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.

Name	Location	Years of experience
Kent Groff	Sparks, MD	13

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