The Griffiths Group
At The Griffiths Group, we strive to create an exceptional client experience, from wealth planning and strategy through investment management and ongoing service. We believe we foster a different kind of mindset - one wholly dedicated to advancing the best outcomes for the clients we serve.
Speak to us for few minutes and you’ll notice something different. We are deeply focused on our clients' goals and continually strive to exceed expectations. We take the time to understand what matters most to you, including your objectives and needs, values, and priorities. Our strong work ethic and unwavering commitment serve as the foundation for how we support you, your family, and your business.
In a financial landscape defined by constant change, spanning markets, regulations, opportunities and challenges, we aim to provide clarity, consistency, and a personalized path forward for each family we serve. We bring a strong instinct for problem solving and a commitment to continually refining and enhancing our work. Clients partner with us from cities and communities across the United States. Our advisors, relationship managers, and associates collaborate to serve as your trusted "go-to resource" for any financial issue or need.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
