Executives & professionals
Strategic wealth management for high-achieving individuals
Weave wealth into your life with tailored guidance, flexible strategies, and advisors who understand the nuance of your career.
Fast-paced and high stakes
Your wealth management requires more than the standard financial advice.
You need an advisor who can help you balance benefits, opportunities, and challenges so that you can make tough decisions with confidence.
It’s difficult to build lasting wealth without the right strategy, consistently applied.
Typical financial advice just doesn’t cut it when your life doesn’t fit the standard pattern.
Consistent implementation can be a struggle, causing frustration and disappointing results.
Opportunities for growth often seem at odds with strategies for building long-term security.
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. Griffin Black
Finally, a financial plan that feels like it was made for you. Because it was.
Specialized expertise and personalized approach
We create a financial plan truly tailored to your life, with deep understanding of your goals, challenges, values, and opportunities.
Trust, Transparency, and peace of mind
As a fee-only RIA, we have an open-ended, fiduciary responsibility toward you. That means we recommend what is best for you without outside interests interfering.
Comprehensive solutions with the whole picture in mind
Your wealth management should go beyond the basics. We offer full-suite services and partner with you to tackle whatever opportunities or challenges you face.
FAQs
What kind of executives and professionals do you work with?
We specialize in serving executives and professionals in fast-paced jobs, especially those in the Bay Area or other tech and business innovation hubs. These kinds of roles come with a lot of opportunities, but they can also feel like being pressure-cooked. Demanding, complex jobs require specialized wealth management, something we’ve spent years honing. If you’re struggling to balance everything, have circumstances outside of the normal demands, or find yourself navigating early wealth, we can help.
What do you help executives with?
Some of the particular needs we help executives navigate are stock option strategies, executive benefits, career transition strategies, and tax-efficient supplemental retirement savings.
What do you help working professionals with?
We help the professionals who work with us to get on track financially (in spite of a heavy workload), leverage company benefits, implement appropriate asset protection strategies, plan for their children’s college funding, and supplement tax-advantaged savings strategies (if appropriate).
Why should I trust Griffin Black for my wealth management?
As residents of the Bay Area, we know how fast life moves, and we thrive in complexity. We understand the mindset of fast-paced, high-stakes executives and professionals, so we are situated to help you identify your goals, weigh your risks, and make the choices that are right for you.
