Welcome To
Griffith & Werner
At Griffith & Werner, we focus on building fully customized portfolios geared to meet the individual needs of each and every client. Our core strategy focuses on companies with rising dividends. Given that approach, we are able to generate predictable and increasing income while taking the guesswork out of sequence of returns risk.
Too often, we find that a client’s portfolio is passed along to a third-party manager with no personal input or attention. This comes with embedded and unnecessary fees and a lack of personalization. At our firm, we believe in active management, which means that we are always evaluating your portfolio and making appropriate changes when necessary to ensure that your portfolio stays aligned with your goals.
This proactive strategy means that you always have an advisor working for you and making intelligent, responsible decisions on your behalf.
The Level of Care & Attention You Deserve
Our Firm
At Griffith & Werner, your investments are managed by our in-house team, and we give each and every client the time and attention they deserve.
To us, you’re not just a number – you’re family.
Our Mission
To learn more about you, understand your goals, and help you identify the personal financial strategies that may improve your lifestyle today and provide a sound retirement in the years ahead.
Our Philosophy
Our Difference
We reduce fees by cutting out the middleman in order to help you overcome the common retirement planning obstacles.
Our Focus
Our focus is based on intently discovering your financial goals and guiding you on the path to financial freedom.
Our Financial Planning Process
Five Steps To Success
Having a well-rounded plan is essential for identifying the optimal approach to enhancing your financial situation. At Griffith & Werner, we prioritize the financial planning process. Through our 5-step methodology, we can thoroughly navigate how to best assist you in managing your nest egg.
Tax Tips and Services for Businesses and Individuals
How Can We Help You?
We have a full-service tax and accounting team that offers a broad range of services for business owners, executives, and independent professionals.
By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.
Schedule a meeting with our team to learn how we may save you time and money when using our comprehensive tax and accounting services.
Testimonials
Why Griffith & Werner
AWESOME GUYS“Awesome guys to work with. Spot on with advice. Professional, Honest and Trustworthy. You won’t be disappointed.”
STOP WORRYING“We couldn’t be more pleased with the entire Griffith & Werner Company. We have worked personally with Kyle and Chris, and they are amazing! If you want to stop worrying, you’ve found the right group!! They are so knowledgeable, kind, and transparent!! The best!!”
PORTFOLIO GROWTH“Greg, Kyle, and the entire team are knowledgeable, patient, and readily accessible. We especially value their time and effort to keep us informed and prepared. Their passion, market foresight, and business savvy made our investment management transition seamless. It also increased our understanding, confidence, and, most important, our portfolio growth.”
BEST FINANCIAL DECISION I’VE EVER MADE“Very professional and friendly. Always respectful of my questions. Plain and simply put, partnering with Griffith & Werner was the best financial decision I’ve ever made.”
Retirement Resources
Download Our Guide
THE 2024 TAX PLANNING GUIDE
Your Roadmap To Reduced Taxes
We believe it’s important that you look to employ “tax diversity” in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.
While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.