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About Griffith & Werner, Inc.
Griffith & Werner, Inc. is a financial planning and investment management firm that has been providing comprehensive financial services to clients for over 25 years. With a team of experienced advisors and a wide range of financial services, the firm is dedicated to helping clients achieve their financial goals and secure their financial future.
How the Advisor Helps Clients – Key Takeaways:
- Provides comprehensive financial planning services to help clients achieve their financial goals.
- Offers tailored investment management strategies to help clients grow their wealth.
- Provides personalized solutions to address clients’ unique financial needs and concerns.
- Focuses on building long-term relationships with clients and providing ongoing support and guidance.
- Utilizes a team-based approach to ensure each client receives the best possible service and support.
Facts and Insights:
Below is a table providing an overview of Griffith & Werner, Inc.’s assets under management, number of advisors, and time in business based on publicly available data.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | Over 25 years |
Financial Services Offered:
Griffith & Werner, Inc. offers a wide range of financial services to help clients achieve their financial goals and protect their wealth. These services include:
- Comprehensive financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types:
Griffith & Werner, Inc. serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Retirees
- Business owners
- Professionals
- Non-profit organizations
Fees & Compensation:
Griffith & Werner, Inc. operates on a fee-only basis, meaning they do not receive commission for selling financial products. The firm’s fees are transparent and based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of their clients, as the firm’s compensation is directly tied to the performance of clients’ portfolios.
Background:
Griffith & Werner, Inc. was founded in 1994 by Bob Griffith and Jim Werner with the goal of providing unbiased and comprehensive financial planning and investment management services to their clients. Their team of experienced advisors has over 100 years of combined industry experience, making them well-equipped to handle any financial situation.
Financial Advisor Disclosures to Know:
Griffith & Werner, Inc. is a registered investment advisor and is required to disclose any potential conflicts of interest to their clients. Clients can access the firm’s Form ADV, which outlines their services, fees, and any disclosures, on the Securities and Exchange Commission’s website. Additionally, advisors at Griffith & Werner, Inc. must adhere to strict ethical standards and follow all regulations set by financial regulatory bodies.