Core Values
Fiduciary Responsibility
At Griffiths Financial Services, acting as a fiduciary is not simply a regulatory standard—it is the foundation of how we serve. As a fiduciary, we are legally and ethically required to act solely in your best interest. But to us, it goes beyond compliance. It is a commitment to earning your trust through consistent honesty, integrity, and professionalism.
We take a proactive approach to understanding your complete financial picture, ensuring that every recommendation is made with your goals, risk tolerance, and long-term well-being in mind. Our role is to safeguard your financial future, not to sell products or steer you toward strategies that benefit anyone other than you.
Our fiduciary duty reinforces our dedication to objectivity: no hidden agendas, no outside influence, no conflicts of interest. You can rely on Griffiths Financial Services for straightforward advice, transparent reasoning, and a clear explanation of how each recommendation supports your financial journey.
Fee-Only Advice
As a fee-only advisory firm, Griffiths Financial Services receives compensation solely from our clients—not from commissions, product sales, or third-party incentives. This structure ensures that our guidance remains unbiased, transparent, and fully aligned with your best interests.
The fee-only model eliminates the noise and confusion that often come with commission-based financial services. You never have to question whether a recommendation is made to benefit you or to generate a sales payout. Instead, you receive advice grounded in what truly serves your goals.
We believe that simplicity builds trust. You know exactly how we are compensated and precisely what you are paying for. Our incentive is to help you succeed because our success is directly tied to your long-term satisfaction. Fee-only planning helps create clarity, confidence, and a financial partnership built on a foundation of integrity.
Client-Centered Service
Every client is unique, and so is every financial plan we create. At Griffiths Financial Services, our work begins with listening—understanding your values, priorities, fears, and aspirations. Your financial life is deeply personal, and we approach our role with the respect and attention it deserves.
Our client-centered approach means we collaborate with you, not dictate to you. We take the time to explain strategies in clear, understandable terms so you feel empowered to make informed decisions. Whether you’re preparing for retirement, navigating a major life event, or building long-term wealth, your goals shape every part of the planning process.
We remain accessible, responsive, and committed to supporting you through each stage of your financial journey. By placing your needs at the center of everything we do, we build lasting relationships rooted in trust and confidence.
Transparency & Clarity
Financial planning should never feel overwhelming or confusing. At Griffiths Financial Services, we believe transparency is essential for building trust and helping clients feel confident about their financial decisions.
We communicate openly about investment strategies, fees, risks, and expectations. There are no hidden costs, no complex jargon, and no surprises. Our goal is to provide clear explanations that bring clarity to your financial picture—whether we are reviewing your retirement plan, evaluating an investment, or discussing any part of your portfolio.
Transparency also means being honest about what is in your best interest, even when it may not be the easiest or most popular recommendation. You deserve advice you can understand and rely on, and we are committed to delivering clear, straightforward guidance in every interaction.
Discipline & Evidence-Based Planning
Sound financial guidance requires more than intuition—it requires discipline, structure, and a commitment to research-backed strategies. At Griffiths Financial Services, our planning process is grounded in evidence-based principles designed to support long-term success.
We evaluate market conditions, study academic research, and apply proven strategies that help manage risk while pursuing meaningful growth. Our disciplined approach minimizes emotional decision-making—especially during times of market volatility—and keeps your plan aligned with your long-term objectives.
This structured, research-driven philosophy ensures that your financial plan is not built on speculation or guesswork, but on time-tested principles that help create durable and reliable outcomes.
Long-Term Partnership
Financial planning is not a one-time event; it is an ongoing relationship. At Griffiths Financial Services, we serve as your long-term partner—guiding you through life’s milestones, market shifts, and evolving goals.
We work alongside you as your needs change, ensuring your financial plan remains flexible, responsive, and aligned with your current situation. Whether you’re preparing for retirement, caring for family members, transitioning careers, or adjusting to new opportunities, we remain committed to supporting your financial well-being every step of the way.
Our focus is not just on managing assets—it’s on building a trusted relationship that endures. We view your success as our shared mission, and we take pride in being the partner you can rely on today, tomorrow, and far into the future.
Contact Us
Newtown Office Park
780 Newtown-Yardley RdSuite 310
Newtown, PA 18940
(215) 944-8125
