financial advisors who understand the Bay Area
Life in the Bay Area moves fast. Work with an advisor who understands the unique complexities and challenges of your life in San Francisco, Palo Alto, and the greater Bay Area.
Specialized Knowledge
Weaving wealth into your life
Optimal wealth planning is already a complicated matter, but in the Bay Area, where rapid change and exponential growth are the norm, good financial planning is that much more complex.
Griffin Black advisors specialize in working with high-achieving professionals with fast-paced lives. Our data-driven and adaptable strategies are built to help you achieve growth, stability, and long-term alignment with the pattern of your life.
We proudly serve Bay Area technology professionals and entrepreneurs
Statistics valid as of February 28, 2026, Griffin Black manages approximately $370+ million in assets under management (AUM). Client Satisfaction Rate: 96%, based on an internal survey conducted in 2025 with 80 respondents. Client Retention Rate: 96%, calculated over the past 5 years. Client Referrals: 81 new client introductions from existing clients over the past 5 years. These figures are based on internal records and may not predict future results. AUM fluctuates with the market and other business conditions and may not reflect the current number.
Unique challenges, specialized solutions
A smarter approach to financial planning
You have limited time, so don’t spend time explaining the tech and entrepreneurial world of the San Fransisco area to your financial advisor. Our advisors are able to work as strategic partners from day one because they understand the nuances of your life.
Go beyond traditional financial planning
Your finances are integrated into a personal finance framework, giving you a flexible and customized approach that can evolve with your life and career.
Cut through the noise
Griffin Black advisors don’t rely on jargon or cookie-cutter plans. We offer clear, smart guidance that is data-driven and customized for you.
Make confident, informed decisions
We aren’t just focused on returns; we’re creating a plan for your whole financial life. We know what keeps you up at night and what drives you forward.
Be prepared for life’s twists and turns
Your financial plan will be ready to adapt to whatever life has in store with our proactive approach. We help you stay financially prepared for the future.
About Us
Griffin Black: A Pattern of Excellence
We are a fee-only financial planning firm, dedicated to providing personalized financial guidance to individuals and families in the San Fransisco Bay Area. Through comprehensive financial planning, investment management, and retirement planning, we are committed to helping clients create successful lives.
Our Services
Discover the path best suited to your particular life and goals with guidance from an experienced advisor.
Financial Planning
With an adaptable, flexible, and highly personal plan, you’ll be creating a better future with every choice.
Retirement Planning
Whether retirement is years away or you’re already in it, get clarity on the possibilities and choices.
Investment Management
Make investment choices with the whole picture in mind and set yourself up for long-term success.
