Our Firm

We founded Griffith & Werner, Inc. because we knew there had to be a better way to approach financial planning and portfolio management. We saw too many people investing in mutual fund portfolios that lacked customization and came with high, unnecessary fees. While these cookie cutter solutions may be good for some investors, we specialize in helping clients graduate to more sophisticated investment strategies that are aligned with their specific goals and objectives. 

At our firm, your portfolio is managed by our in-house team. We intimately understand your short and long-term goals and take an active approach in helping you pursue them. We specialize in a rising dividend approach which allows for a more predictable stream of income and taking the guesswork out of market returns and fluctuation.

Our mission is simple: 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.