YOUR ADVOCATE

At Griffin Black we’re not just experts in finance – we strive to be true advocates for our clients. Griffin Black is a fee-only Registered Investment Advisor and adheres to a fiduciary standard of care for our clients. This is a higher standard of care than most financial professionals adopt. We wouldn’t have it any other way.

DEEP EXPERIENCE

In personal finance, appearances can be misleading. For example, relying on current market sentiment or recent returns to make long-term investment decisions can be downright dangerous. So how do you know what information deserves your attention and what is just media noise? How can you tell the difference between the things that just look important and those that truly matter? It’s largely a matter of experience. At Griffin Black, we have both the experience and the professional knowledge to help our clients identify and stay focused on the things that will help them achieve their long-term dreams and goals.

PERSONAL ATTENTION

As a boutique financial planning and wealth management firm, Griffin Black is dedicated to understanding and addressing the individual needs of our clients. Some firms that call themselves financial advisors are really just sales organizations. At Griffin Black, we work with clients on a fiduciary basis, providing personalized advice and guided by what we truly believe to be in their best interest.

THE RIGHT SERVICES

Griffin Black offers a balanced set of services designed to address our clients’ core financial planning and investment management needs. We also help clients with the analysis and assistance they need to buy complex products, like insurance and annuities – though we never accept commissions. We also have an extensive network of trusted professionals who can provide additional services on an as-needed basis.

FLEXIBILITY & CREATIVITY

Having a plan to achieve your long-term goals is important, but it is far from the whole story. Many a great game plan has failed because of poor execution, and nowhere is this truer than in the world of personal finance. That’s why we go beyond helping clients create a robust financial plan. We also assist them in every phase of their plan’s implementation.

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.