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As an Investment Advisory Firm, Griffiths, Dreher & Evans, PS, CPAs uses the combined expertise in Certified Public Accounting and Investment Advisory Services to help our clients maximize their investment strategy while minimizing their tax implications.
Who We Are, What We Do, and How You Benefit
Top 150 Firms in the Nation
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Of all the Investment Advisory Firms who are also CPA firms nationally, Griffiths, Dreher & Evans, PS, CPAs is in the Top 150 for the past five years in a row, as reported by
Accounting Today publication.
1 Annual ranking of CPA firms by assets under management by AccountingToday.com in 2020, 2021, 2022, 2023, 2024. Data is provided by AuditAnalytics.com
This ranking is not an indication or guarantee of the future performance of GDE; and a client’s actual experience with GDE may not be the same as the
Accountingtoday.com ranking of GDE.
Guided by an Award Winning Philosophy, our ‘Three Pillars Investment’ program
provides a secure and stable foundation for your Investment Portfolio - while supported by experienced Investment Advisory Representatives, a detailed Client Services Team, and a well-respected Custodian.
In his book, "The E-Myth", Michael Gerber summarizes that 96% of small businesses fail within 10 years. According to the Certified Exit Planning Association, only half of those businesses that survive over 10 years successfully sell or transfer. Just 2%.
Having performed a large number of certified business valuations since 2006 for the purpose of sale or transfer, our firm has had had the opportunity to learn about those 2% of successful business owners. They are part of The 2% Club. Learn more here.
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