A complete list of active advisors currently associated with Gryphon Wealth

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

Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as to entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm offers both discretionary and non-discretionary portfolio management, a wrap-fee program, retirement-plan advisory services, and standalone financial planning engagements. Gryphon Wealth tailors investment strategies using fundamental analysis and typically pursues long-term allocations while permitting shorter-term trades when warranted by client objectives or security fundamentals. Client portfolios may include mutual funds, ETFs, equities, fixed income, REITs, structured notes and alternative/private investments, and assets may be managed directly by the firm or by recommended external managers; the firm uses asset-based advisory fees and also charges fixed fees for standalone planning work. Noteworthy aspects include that Gryphon Wealth is newly registered yet reports over $3.2 billion in assets under management while operating with a relatively small advisory team, and it structures a wrap program that bundles custody and certain execution services through Trade-PMR/First Clearing. The firm discloses receipt of a forgiveness loan from Trade-PMR and use of third-party vendors such as Broadridge for class-action filings (with associated client fees and vendor concessions), items the firm identifies and monitors as potential conflicts of interest.

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