A complete list of active advisors currently associated with W.A. Griffin Financial Services Inc.

Warmer can help you find a great advisor at W.A. Griffin Financial Services Inc. or one who fits your needs even better.

W.A. Griffin Financial Services Inc. provides discretionary asset management and related financial planning to individuals and high‑net‑worth clients and, unusually for firms of this size, also serves corporate and business clients. The firm manages about $13 million in discretionary assets and complements investment services with access to insurance and annuity products offered by its advisor in an insurance capacity. Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with clients able to impose investment restrictions and cash treated as an asset class. The firm employs a mix of methods — including fundamental and technical analysis, Modern Portfolio Theory, quantitative and cyclical analysis — and may implement long‑ and short‑term positions, option writing and margin strategies; accounts are reviewed at least quarterly with attention to allocation, rebalancing and tax‑loss harvesting. Noteworthy differences from many peers include the firm’s acceptance of corporate/business clients and its small scale of operations (roughly 59 clients). The firm uses Charles Schwab Advisor Services for custody and Lincoln Financial Group for annuities, discloses receipt of commissions for insurance products, and does not vote client proxies (clients receive and vote their own proxy materials).

To learn more about the advisors currently working at W.A. Griffin Financial Services Inc., 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.