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. is an independent, state‑registered advisory firm managing roughly $14.6 million and providing discretionary asset management primarily for individual and high‑net‑worth clients. The firm also offers financial planning and periodic reviews that can address estate, tax, retirement, insurance, and college planning topics at no additional charge. Investment programs are tailored to each client’s objectives, time horizon, and risk tolerance, with the firm documenting client goals and allowing written restrictions on investments. The brochure discloses a broad toolkit for portfolio construction and analysis—fundamental, technical, quantitative and Modern Portfolio Theory—and notes the use of strategies ranging from long‑ and short‑term purchases to trading, options (including covered and uncovered writing), and margin trading. Notable operational features include the adviser’s licensed insurance activity and disclosure that insurance products may be offered for separate commission compensation, which the firm identifies and manages as a conflict of interest. The brochure also identifies Charles Schwab as the primary custodian (with Lincoln Financial used for annuities), states that proxies are not voted by the firm (clients vote their own proxies), and describes quarterly account reviews and reporting.
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.
Name |
Location |
Years of experience |
|---|---|---|
Gainesville, GA
| 25
|
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