Smart, adaptable strategies for Growth and stability
As an entrepreneur or small business owner, you need a wealth strategy that aligns business success with personal goals.
Your business, your wealth
You’ve built something of value. Now you need to protect it and help it grow.
Get clear and comprehensive strategies you can trust from advisors that understand what is most important to you.
You have unique wealth management challenges
Traditional financial planning often overlooks the particular struggles that entrepreneurs and small business owners face.
A blurred line between business and personal
Financial goals for your business and your own life may be related, but they aren’t identical. How do you balance and plan for both?
Planning strategically for the future
You’ve created business value, but how do you choose the right time to harvest that value and do it tax-efficiently?
The pitfalls of being your own boss
Owning your own business comes with a lot of freedom, but it can be tough to plan financially for time off.
Tax complexity and missed opportunities
Without proactive planning and an understanding of all your options, you risk overpaying or missing better options.
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.
Investment Management
Make investment choices with the whole picture in mind and set yourself up for long-term success.
Retirement Planning
Whether retirement is years away or you’re already in it, get clarity on the possibilities and choices.
We started investing with Griffin Black at least 10 years ago. Such a smart move on our part. The team responds quickly and gives great advice and HELP. We are happy and grateful. 
Great team, very responsive to queries and extremely knowledgeable. What makes us the best choice for you
Specialized expertise and personalized approach
We create a financial plan truly tailored to your life, with deep understanding of what it means to integrate business and personal finances.
Trust, transparency, and peace of mind
As an RIA firm, we have a fiduciary responsibility toward our clients, so we recommend what we believe to be right for you.
Comprehensive solutions for the whole picture
We go beyond the basics and offer full-suite services to help tackle whatever opportunities or challenges you face on the way to your goals.
FAQs
What particular challenges do you help entrepreneurs and small business owners navigate?
Our advisors help with risk-appropriate investment, personal and business funding, independent pension, benefits strategies, and assistance with business transitions.
Why should I trust Griffin Black for my wealth management?
As business practitioners and personal financial experts, we understand how to integrate these two important aspects of your life. We understand the mindset behind building something of value, and we know the ins and outs of how to navigate things like taking time off, choosing when to harvest the value you’ve created, and the unique opportunities for future savings.
