Families are at the heart of my work. Your family’s story began long before I entered the picture, and my role is to guide you in making informed decisions to help grow, preserve and transfer your wealth for the future.
After 30 years of experience in this field, my success comes from genuinely caring about the well-being of the families I’m honored to serve. Rather than trying to be everything to everyone, I focus on a select group of families, allowing me to offer personalized, boutique-style services that can simplify your life and enable you to focus on what truly matters.
I approach each situation with a fresh perspective, dedicating myself to understanding you and your financial journey—how you’ve earned your wealth and how you wish to manage it. Everything I do is centered around you, your family, and the goals you're working toward.
As Morgan Housel so aptly puts it in The Psychology of Money—if we all seek happiness, how do we achieve it? While money may not buy happiness, it grants the freedom to live life on your terms, whenever and however you choose. That’s the independence I strive to help families achieve.
You can’t begin a journey without a clear destination, and to me, financial success comes down to having the right behaviors. That’s why I emphasize the importance of long-term planning and asset allocation—aligning your goals with customized financial strategies based on what you want your money to achieve and when. Your journey is unique, and your financial plan should reflect your specific goals and objectives for you and your family.
If you’d like to learn more about my approach, I’d be happy to connect. You can reach me at 713.840.4862 or justin_griffin@ml.com.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
