Griffin Planning

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.

We are based upon providing the highest quality fiduciary based wealth management services. From financial planning and portfolio management to retirement and investment planning services, we are here to help our clients. We pride ourselves with having an experienced and trained team who can apply the best investment principles to each client's unique situation. We take the time to get to know each client to ensure we have a good understanding of their goals. We sit on the same side of the table as our clients, as it is our fiduciary duty, and our client's interests come first. We work to gain the trust of our clients to build long-term relationships and to ultimately be viewed as their trusted financial advisor. Please contact us today.

Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 115 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.