Griffin Financial

Overview

Griffin Financial operates as a limited liability company under individual ownership and positions itself as a fee-for-service financial planning practice rather than a traditional asset manager. The firm reports advisory activity focused on financial planning and charges clients on an hourly or fixed-fee basis, not through an asset-based advisory fee. Griffin Financial does not identify as an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant or capital allocator. Investment activity appears centered on using third-party managers and product partners rather than running sizeable in-house discretionary portfolios. The firm maintains relationships with insurance companies and a real estate broker, which suggests it sources insurance products (including annuities) and real estate opportunities through those affiliations instead of direct principal investing.

Assets & Accounts

Investments & Alternatives

Location & Offices