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 is a fee-only registered investment adviser formed in November 2025 and registered in 2026. It offers combined wealth management services—investment management together with financial planning—primarily for individuals and high-net-worth clients, generally charging a percentage-of-assets fee and maintaining a stated $1,000,000 account minimum (subject to case-by-case reductions). The firm’s investment approach emphasizes asset allocation informed by Modern Portfolio Theory and combines passive and active strategies across stocks, bonds, mutual funds, and ETFs, with discretionary authority to implement portfolios consistent with client objectives and restrictions. When appropriate, Groff uses Outside Managers and has a sub-advisory relationship with 55ip to implement model ETF/mutual-fund portfolios and to provide tax-loss harvesting, and it describes a formal review process for those external solutions. What is distinctive is the firm’s explicit focus on selecting and monitoring other advisers—a practice the brochure notes and that is statistically uncommon among peers—describing due diligence that includes evaluating managers’ holdings, concentrations, leverage, performance, and compliance/operational infrastructure. The firm is newly registered with no assets under management as of December 12, 2025, operates with a single principal/CCO, and relies on an institutional custodian platform that supplies research and operational support, which shapes its sourcing of outside managers and client reporting.

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.