Lifelong Relationships
We are relationship based. We are not looking for a sale. Getting to know you over time helps build your best plan.
Who We Are
We are committed to providing a high level of service that stands apart from the rest.
How We Work
We work with you to create customized strategies that address your personal needs.
What We Offer
We offer comprehensive wealth management and retirement planning strategies.

Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible plan in place, it could be difficult for you to achieve your goals.
Grigg Financial, LLC, is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with our clients throughout the many milestones in life. We take pride in knowing that we have helped young professionals, growing families, and retirees pursue their financial dreams.
Helpful Content

Federal Income Tax

Social Security: The Elephant in the Room

When Special Care Is Needed: The Special Needs Trust
5 Ways to Stay Confident in Retirement
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.