Why M. Griffith?
There are many investment companies. So why do so many people choose, and stay with, M. Griffith? We believe it’s our personal approach to your finances. We don’t take a “cookie-cutter” approach, we don’t give you a template for your investments, and you won’t be calling a distant office to get started. We sit down and talk with you. We learn about you: your life, your family, and your goals. Then we work with you to customize a financial plan to fit you. Period. Designed to do what you want it to do, and meet your goals, not ours. We’ll work with you, person to person, for as long as it takes to meet your needs. Call us and let’s get started.
One of our core strengths is the level of experience our professionals put to work for you. At M. Griffith, all of our Financial Consultants are licensed, half of which are CERTIFIED FINANCIAL PLANNER™ Professionals. Staff certifications also include Chartered Financial Analyst, Accredited Investment Fiduciary®, Chartered Retirement Plans Specialist™, Certified Long-Term Care Professional and Chartered Retirement Planning Counselor.
Our goal at M. Griffith is to help simplify our clients’ financial lives, and help them achieve their financial goals through prudent management. We first discuss your personal circumstances, risk tolerance, life goals, and objectives, with a keen focus on the “total picture.” We then develop and put in place a comprehensive investment plan personalized for you. We’ll meet with you regularly to ensure that your portfolio remains in step with your overall goals. This collaborative, disciplined approach has provided decades of successful financial management for our clients.
We understand how complex the investment world has become, and work to make it understandable and manageable for you.
We look forward to discussing the benefits we can provide you and your family as your trusted investment advisor.