General Info

Griffin Planning is a comprehensive wealth management firm. Our advisors offer investment advisory services, wealth management, estate planning, and tax planning. We build client relationships based on trust, objective professional advice, and personal service.Whether its for wealth accumulation or estate preservation we coordinate with tax, legal, and insurance professionals to help pursue our clients goals. We follow a disciplined approach to balance risk and return specific to each client, and believe that educating clients enables them to make informed decisions for their needs.