TRUSTED FINANCIAL GUIDANCE

At Griffin Black we’re more than just experts in finance. We’re trusted guides, helping you achieve a life of money mastery, where your money works to help make your dreams a reality. As a fee-only Registered Investment Advisor, we proudly adhere to a fiduciary standard of care. Our core values guarantee we’re focused on helping you reach your life goals.

DEEP EXPERIENCE

Relying on current market sentiment or recent experience to make long-term financial decisions can be downright dangerous. So how can you know what information deserves your attention and what’s just media noise? How can you tell the difference between the latest financial fads and things that truly matter? It’s largely a matter of experience. At Griffin Black, we have both the experience and the professional knowledge to help you identify the keys to achieving your long-term dreams and goals – and to help you stay focused on them.

PERSONAL ATTENTION

As a boutique financial planning and wealth management firm, Griffin Black is dedicated to truly understanding you and to addressing your individual needs and goals. Some firms that call themselves financial advisors are really sales organizations. At Griffin Black, we don’t have anything to sell. Our only business is providing you with clear advice and great implementation services, all guided by what we truly believe to be in your best interest.

THE RIGHT SERVICES

Griffin Black offers a broad set of services designed to address your sophisticated as well as your basic wealth management needs. If those needs include purchasing complex products, like insurance and annuities, we assist in their analysis and purchase from trusted sources. In addition, we have an extensive network of proven professionals who can provide additional services if needed.

FLEXIBILITY & CREATIVITY

Having a plan to achieve your long-term goals is important, but it’s far from the whole story. In the world of personal finance as in life, great game plans demand great execution. That’s why we go beyond helping clients to create a robust financial plan by also assisting them in every phase of their journey.

Questions To Consider

Getting started on the path to achieving your long-term financial goals can seem overwhelming. How do you start? How can you know if you’re taking advantage of all the opportunities available to you? Are you aware of the risks that may be lurking behind that next corner?

Here are some questions and ideas to begin with:

  • Have you established clear priorities and workable financial goals? Do you understand your own values, strengths, and weakness where money is concerned?
  • Can you actually see, understand, and track what is happening in your financial life? Do you have the facts you need in order to make good decisions?
  • Have you adopted financial tools and habits that are helping rather than holding you back?
  • Have you automated as many parts of your plan as possible, so you don’t have to struggle with them from month to month or year to year?
  • Have you identified and prepared yourself to act on opportunities that may suddenly arise?
  • Have you considered potential challenges and roadblocks? Are you ready with Plan B if necessary?
  • Are you making appropriate progress toward achieving your long-term goals?
  • Are you living a happy and worry-free life, secure in the knowledge that you are on the financial path of your choosing?

If you’re not sure how to answer any of these questions, we would be happy to assist you. Our goal is to make it as easy as possible for our clients to make their financial vision a reality.