How does the advisor help clients – Key Takeaways:
When it comes to navigating the complex world of finance, having a knowledgeable and experienced financial expert by your side can make all the difference. Griffiths, Dreher & Evans, P.S., CPAs (GDE) are a trusted team of certified public accountants who specialize in providing their clients with expert financial guidance and assistance. With a wide range of services and a wealth of knowledge in the industry, GDE is dedicated to helping their clients achieve their financial goals and secure their financial future.
Facts and Insights
GDE is a well-established firm with over 40 years of experience in the financial industry. Since their founding in 1981, they have been helping individuals, businesses, and organizations achieve financial success through their comprehensive financial services and expert advice. GDE is also a member of the American Institute of Certified Public Accountants (AICPA) and the Washington Society of Certified Public Accountants (WSCPA), demonstrating their commitment to excellence and upholding the highest standards in the industry.
Here are some key insights and facts about GDE’s financial expertise:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million (estimated) | 10 | 40+ years |
Financial Services Offered
GDE offers a wide range of financial services to meet the diverse needs of their clients. They specialize in tax planning and preparation, retirement planning, estate planning, business consulting, and more. Their team of experts are highly experienced and well-equipped to provide personalized and strategic solutions for their clients’ financial needs.
Client Types
GDE serves a diverse client base, including individuals, families, small businesses, and large organizations. Their expertise in various areas of finance allows them to cater to the unique needs and objectives of each client, regardless of their financial situation.
Fees & Compensation
All fees and compensation at GDE are determined on a case-by-case basis and are transparent and communicated clearly to clients before any services are rendered. They understand that every client’s financial needs and goals are different and strive to provide competitive pricing and flexible payment options.
Background
GDE was founded in 1981 by three highly experienced and knowledgeable CPAs: John Griffiths, Gordon Dreher, and Jim Evans. Their goal was to provide comprehensive financial services and build long-lasting relationships with their clients. Today, their team of professionals continues to uphold their values and mission while adapting to the constantly changing financial landscape.
Financial Advisor Disclosures to Know
As a trusted and reputable financial firm, GDE takes pride in always being transparent and ethical in their practices. They adhere to all necessary regulations and fully disclose any potential conflicts of interest to their clients. In addition, they continuously strive to maintain open and honest communication with their clients to ensure their best interests are always the top priority.