Objective Advice.
Superior Investment Options.
An independent wealth management firm with an emphasis on client service
About Griffiths Financial Services
Independent Holistic Guidance
Comprehensive Service
Fully addressing your financial goals requires a multi-dimensional approach. Griffiths Financial Services provides a broad set of services ranging from investing to retirement income planning to estate planning. Most importantly, all of our services grow from a detailed understanding of your unique situation and goals. We take pride in our highly personalized client service--clients have full access to their advisor at all times.
Our Team
Griffiths Financial Services is closely supported by Great Valley Advisor Group. GVA acts as an extension of the Griffiths team, providing investment advice, technology solutions, compliance support, and other services. Learn More →Tom Griffiths
PresidentDrew Nemeth
Director of Compliance & OperationsOur Approach
Our core investment strategy is rooted in our primary tenets of asset allocation, diversification, and a long-term perspective.Financial Planning
Many individuals confuse financial planning with general savings and investing advice. While how to save, how much, where, and when to invest those savings is every bit as important; prudent Financial Planning goes much beyond the realm of just saving and investing.Investment Planning
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the two hours we have best be spent watching tv or scrolling your phone, or could that time be better invested?Estate Planning
For some, financial planning is primarily concerned with how best to go about building a nest egg, and how to make it last through retirement. However, for many there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.Retirement Planning
Many of us struggle with uncertainty about what lies ahead. Our retirement income planning can help to provide answers. We analyze your situation and determine how and when you can retire at your desired lifestyle, the best way for you to create retirement income, and how to maximize your resources and benefits to get there.Our Process
Introductory Meeting
Exploration Phase
Detailed Planning
Ongoing Advice
Insights
Economic & Market Report: The Ides of March
Latest
Economic & Market Report: Looking Beneath The Surface
Economic & Market Report: Shortness of Breadth
Economic & Market Report: Stress Test
Economic & Market Report: Some Like It Hot
Economic & Market Report: Déjà Vu?
Economic & Market Report: Pain Points
Contact Us
Newtown Office Park
780 Newtown-Yardley RdSuite 310
Newtown, PA 18940