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Griffiths, Dreher & Evans, PS, CPAs is a locally owned and operated Investment Advisory Firm with over 30 years of experience in Certified Public Accounting Services and nearly 20 years in Investment Advisory Services.
This gives our clients the unique ability to receive experienced guidance and understanding of their investment strategy along with the tax benefits/implications when developing their retirement plan, all in one place.
Top 150 Firms in the Nation
1
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 four 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. 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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