Objective Advice
Customized PlanningExceptional Service
WHAT WE DO
We guide our clients in organizing and investing their money, optimizing growth potential while focusing on protection and tax efficiency. Our tailored strategies forecast and plan for the future, ensuring our plans align with your unique goals.
REPRESENTING CLIENTS FROM
The companies listed represent organizations where our clients are currently or have previously been employed.
Their inclusion does not constitute an endorsement of Griffin Wealth Partners, its advisors, or its services.
WHO WE SERVE
We work with a diverse group of individuals and families, primarily in technology, insurance, and law, supporting them through distinct financial stages:
ACCUMULATORS
You’re just starting your financial journey, and we’re here to help you build a strong foundation—by managing debt, growing savings, investing wisely, and minimizing taxes.
PRE-RETIREES
Individuals with established wealth, seeking continued growth alongside protection for themselves and their families, while planning for financial independence and asset distribution.
RETIREEs
Those ready for financial freedom, converting assets into a steady income source to confidently enjoy the rewards of their lifelong efforts.
HOW ARE WE DIFFERENT?
ACCESS
As an independent firm, we can choose from any company’s products, managers, or investments, delivering solutions that best fit our clients’ needs without bias or restriction.
ADVICE
Our objectivity sets us apart—we’re unbiased, working with a limited number of clients to provide deeply personalized plans. At our boutique firm, our clients are a priority we think about daily, not just a number among thousands, and we’re intentional about keeping it that way.
ACCOUNTABILITY
With frequent, proactive meetings, we ensure our clients’ plans stay on course, adapting as life evolves to deliver consistent progress.
The Griffin Symbolizes
Watchfulness
Maintaining a state of keen awareness and attentiveness towards your financial circumstances and goals.
Efficiency
Swiftly responding and executing tasks to meet your ever-changing needs.
Devotion
Showing unwavering dedication and commitment to serving and supporting your financial objectives.
Strength
Establishing resilient and durable financial strategies while fostering strong, enduring relationships.
FINANCIAL PLANNING FUNDAMENTALS
Unlock the key to long-term financial success with Griffin Wealth Partners’ Financial Planning Fundamentals. Our approach helps you organize your finances, manage investments, protect your wealth, and progress toward your financial goals. Whether you’re planning for retirement, saving for education, or securing your family’s future, our comprehensive financial planning services provide a roadmap to achieve your financial objectives.
ORGANIZE
We streamline and optimize your financial organization. Our knowledge helps you craft a personalized budget, navigate debt, and strategize for investments, aiming to align your money with your goals and striving to secure a stable financial future.
MANAGE
We regularly assess your budget, savings, investments, striving to align your financial plan with goals and adjusting for long-term success.
PROTECT
Protection and security are paramount to us, underpinning every facet of our services. We aim to safeguard our clients’ financial well-being, with our commitment to fostering trust and confidence in every aspect of their financial journey.
PROGRESS
We track and review the strides made in order to offer you a clearer understanding of the steps that have been taken to bring you closer to your financial objectives.
Griffin Wealth Partners offer investment advisory services through Diversify Advisory Services, LLC (“Diversify”), a registered investment adviser. Additional securities and variable products are offered through DFPG Investments, LLC (“DFPG”), member FINRA/SIPC, and an affiliate of Diversify. Griffin Wealth Partners and Diversify are not affiliated.
As one of the largest and most well-known custodians in the United States, Fidelity offers a wide range of investment services and tools, providing clients with access to diverse investment options and robust technology. Their strong security measures, competitive fees, and streamlined processes for transactions and transfers offer our clients assurance in the management and custody of assets.
If you currently use Fidelity for your 401(k) or other accounts, you can seamlessly use the same login information when working with our group. This streamlined approach simplifies access and ensures a consistent user experience across your financial accounts.
Services
Tailored Strategies for Your Financial Future
Discover comprehensive financial planning, investment management, and risk protection services—customized to help you reach your unique goals with confidence.
Resources
Tools and Insights to Keep You Informed
Access trusted tools and expert content—from eMoney and investment research to estate planning and tax strategies—to support your financial decisions with confidence.
Contact Us
Start the Conversation Today
Whether you’re planning for tomorrow or managing today, our team is here to help. Reach out to schedule a consultation and take the next step in your financial journey.
MEET OUR TEAM
At Griffin Wealth Partners, our team is the heart of everything we do. With decades of combined experience in financial planning, investment management, and wealth protection, our advisors are dedicated to helping you achieve clarity and confidence in your financial journey. Meet the professionals who bring expertise, integrity, and personalized service to every client relationship.
Nicholas Tarulli
Financial Advisor
Founding Partner
Joe Finnerty
Financial Advisor
Founding Partner
OUR LATEST ARTICLES
Explore our curated insights on financial planning, investment strategies, and wealth management. Stay informed with expert advice tailored to guide you toward financial stability and success.
The Rate Shift is Coming — Are You Ready to Capitalize?
After months of elevated interest rates, the Federal Reserve is signaling what investors have been waiting for: a potential pivot. As inflation trends lower and economic momentum slows, markets are now pricing in rate cuts as early as this fall. This shift could...
Market Volatility Ahead? Why August’s Tariff Deadline Could Be a Buying Opportunity
As we approach the August 1st tariff deadline, financial headlines are once again dominated by uncertainty. For many investors, the potential for renewed tariffs raises concerns about short-term market volatility—and understandably so. However, at Griffin Wealth...
Internship Program
Every semester, we run an internship program designed for college students and post-grads eager to dive into the world of financial services. Our goal is to equip them with fundamental financial planning skills and provide a glimpse into the industry. As we conclude...