A complete list of active advisors currently associated with Gryphon Financial Partners

Warmer can help you find a great advisor at Gryphon Financial Partners or one who fits your needs even better.

Gryphon Financial Partners provides investment advisory and financial planning to individuals, retirement plans, trusts, estates, corporations and other business entities, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm emphasizes work on family business sales and exits, succession and legacy planning, and offers discretionary and non‑discretionary portfolio management, investment consulting, tax and estate planning, and family office services. Gryphon describes itself as a “total portfolio” manager that uses an active, diversified approach and model portfolios tailored to client objectives and risk tolerances, seeking excess returns by overweighting undervalued asset classes and styles. Its in‑house Gryphon Global Equity strategy is an all‑cap global equity sleeve (typically 85–95 stocks; MSCI ACWI benchmark) that combines quantitative and qualitative research, may deviate country weights, generally leaves currency exposure unhedged, and can employ options for hedging or income; the firm’s investment committee is supported by third‑party consultants. Compared with many peer team firms, Gryphon also acts as a private fund adviser and sponsor and is involved in syndicating and managing several affiliated private investment vehicles across real estate, hospitality development and venture growth investments, a practice the firm discloses and limits to clients for whom such investments are suitable. The firm additionally sponsors a wrap fee program and discloses the use of derivatives and borrowing (margin) in separately managed accounts, and notes that some personnel may transact securities or insurance in their individual capacities, creating disclosed conflicts of interest.

To learn more about the advisors currently working at Gryphon Financial Partners, 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.