Simplifying and managing your financial life

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We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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Strategic Alliances

Helping clients achieve their most important goals requires a range of expertise in multiple fields. For that reason, Griffiths Financial Services has carefully chosen to work with companies that are committed to helping us provide you with outstanding service.

Dimensional Fund Advisors

Dimensional Fund Advisors, headquartered in Austin, Texas, is a pioneer in developing asset-class investment portfolios for independent investment advisors and institutional investors. Griffiths Financial Services is pleased to be among a limited group of advisors offering Dimensional Fund Advisors (DFA) mutual funds through LPL Financial. To learn more about DFA's partnership with Loring Ward, click here.

Schwab Institutional

San Francisco-based Schwab Institutional is the largest provider of dedicated custodial services to the independent investment advisor community. It custodies more than 2 million client accounts representing over $700 billion in assets. Schwab provides a full range of custodial, operational and trading support. Working with Charles Schwab for Loring Ward clients enables Griffiths Financial Services to provide world-class products and support as we strive to help our clients achieve their goals.

 

 

Dimensional Fund Advisors and Charles Schwab are not affiliated with Griffiths Financial Services or LPL Financial.