Independent Advice.
Customized Investment Options.

An independent wealth management firm with an emphasis on client service

About Griffiths Financial Services

At Griffiths Financial Services, the core of who we are is rooted in loyalty and trust - it is the foundation from which we grow relationships. We understand what truly matters to our clients and tailor a holistic financial plan that provides confidence now and in the future. We strive to preserve your wealth and your future, through a disciplined, structured approach.
$500
MM
Combined assets under management
#1
RANKING
RIA Channel®’s List of Top 100 Wealth Managers

Independent Holistic Guidance

As an independent wealth management firm, we work for our clients, period. Because we don't answer to any investment product manufacturer or parent brokerage company, we can provide personalized advice and recommend the investment options for your unique needs. The affiliation of our financial consultants enables us to offer access to a broad range of investments from third party money managers.

Comprehensive Service

Fully addressing your financial goals requires a multi-dimensional approach. Griffiths Financial Services provides a broad set of services ranging from investment services to retirement income planning to estate planning. Most importantly, all of our services grow from a detailed understanding of your unique situation and goals. We take pride in our highly personalized client service--clients have full access to their advisor at all times.

Our Team

Griffiths Financial Services is closely supported by Great Valley Advisor Group. GVA acts as an extension of the Griffiths team, providing investment advice, technology solutions, compliance support, and other services. Learn More →

Tom Griffiths

President

Drew Nemeth

Director of Compliance & Operations

Eric Parnell, CFA

Chief Market Strategist

Nick Dalessandro

Senior Associate, Asset Management

Kaela Frenchman

Associate, Asset Management

Evan Coffey

Associate, Asset Management

Our Approach

Our core investment strategy is rooted in our primary tenets of asset allocation, diversification, and a long-term perspective.
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Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save, how much, where, and when to invest those savings is every bit as important; prudent Financial Planning goes much beyond the realm of just saving and investing.
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Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the two hours we have best be spent watching tv or scrolling your phone, or could that time be better invested?
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Estate Planning

For some, financial planning is primarily concerned with how best to go about building a nest egg, and how to make it last through retirement. However, for many there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.
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Retirement Planning

Many of us struggle with uncertainty about what lies ahead. Our retirement income planning can help to provide answers. We analyze your situation and determine how and when you can retire at your desired lifestyle, the best way for you to create retirement income, and how to maximize your resources and benefits to get there.

Our Process

A detailed planning process is the best way to establish financial independence. Once we get to know you we can begin to develop a dynamic plan that is designed to address your immediate needs and goals while adjusting for changes in your professional and social life down the road.

We are in it together for the long haul.

Introductory Meeting

This is the first part of establishing a fruitful partnership, so be prepared. In this phase we will identify client goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish expectations for us and whether an ongoing partnership is the right fit.

Exploration Phase

Based on our introductory meeting, we now want to take a deeper dive into our client's individual situation. During this session we begin to strategize a preliminary plan as we engage in a more comprehensive discussion about personal and financial goals. The more open this phase is, the more detailed our investment plan eventually becomes.

Detailed Planning

Based on prior discussions, we can deliver an easy to follow roadmap that helps lead our clients towards their financial goals. We specifically address the areas of greatest importance: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, etc. and detail the steps needed to conquer each obstacle.

Ongoing Advice

People's priorities and goals will inevitably shift through time, which is why we proactively managed our customized financial plans. We embrace change. As life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that our bespoke financial plans evolve with our client's needs.

Contact Us

Newtown Office Park

780 Newtown-Yardley Rd
Suite 310
Newtown, PA 18940
tom.griffiths@lpl.com

(215) 944-8125

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LPL Financial Form CRS

Professionals associated with Griffiths Financial Services may either be (1) registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC and offer investment advice through Great Valley Advisor Group, a registered investment advisor; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial. The LPL Financial registered representative(s) associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state.