A complete list of active advisors currently associated with Obsidian Wisdom

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

Obsidian Wisdom serves individual clients, including retail and high‑net‑worth households, as well as a range of businesses, providing customized financial planning, investment consultation, and portfolio management. The firm’s planning services cover cash‑flow and debt analysis, risk management and insurance reviews, retirement and education planning, estate planning, and divorce‑related financial analysis. The firm generally follows a primarily passive investment approach that emphasizes diversification, low costs, and tax efficiency, while employing active strategies when circumstances warrant. Portfolios may include mutual funds, ETFs, individual equities and fixed income, MLPs, UITs, DPPs and REITs, and the firm may recommend or place assets with third‑party investment managers after conducting due diligence. Notably, the firm documents that it provides portfolio management for institutional or business clients in addition to individuals, a service profile less common among solo independent advisers, and it offers periodic complimentary educational workshops on personal finance topics. Firm management also conducts insurance agency activities and discloses when it is acting in that capacity, and the brochure emphasizes coordination with third‑party managers and the ability to work with held‑away accounts as part of implementation.

To learn more about the advisors currently working at Obsidian Wisdom, 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
Undre Griggs Jr.	Fleming Island, FL	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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