Griffin Financial provides financial planning and consulting services to individuals, trusts, estates, and charitable organizations. These services include advice on investments, budgeting, cash flow, charitable planning, debt management, divorce transition, education funding, estate planning, and planning for major purchases or special needs. Griffin does not manage client portfolios but may recommend investments. The firm tailors its advice to each client's unique situation.
Fee Structure
Griffin Financial does not offer investment management services directly. However, Betty Azmoon, the CEO, is also affiliated with LPL Financial and can provide investment management services through that firm, either on a fee-based or commission-based basis. If you choose to use LPL for investment management, you may incur additional fees, or the investment advisory fees charged by LPL may be higher.