Why Choose Us?

Mission Statement

Every wealth management firm claims to serve their clients' best interests. At Griffiths Financial Services, we back up our words with substance. We believe that our independence, investing approach and emphasis on client service help us to stand apart from most firms.

Independence

As an independent wealth management firm, Griffiths Financial Services works for its clients, period. Because we don't answer to any investment product manufacturer or parent brokerage company, we can provide objective advice and recommend the best investment options for your unique needs.

The affiliation of our financial consultants, the nation's largest independent broker/dealer*, enables us to offer access to a broad range of investments from third party money managers. We take pride in our highly personalized client service--clients have full access to their advisor at all times.

Prudent Investing

Some advisors focus on pushing the latest "hot" investment to clients. Our Asset-Class Investing approach is: It's disciplined, designed to pursue long-term goals and firmly rooted in respected academic research. We are proud to be among a limited group of advisors offering Dimensional Fund Advisors (DFA) mutual funds through LPL Financial.

Investing involves risk including loss of principal. No strategy assures success or guarantees against loss.

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.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.