Griffiths, Dreher & Evans, PS, CPAs has been providing investment advisory services for the past 20 years. In that time, we have developed a comprehensive investment management philosophy that encompasses our tax expertise that maximize your investment potential while minimizing tax implications.
To introduce you to our Investment Advisory Services, we offer a no-cost, no-obligation Discovery Meeting. We will develop a customized, easy-to-understand, big picture review of your financial position. The Discovery Meeting process will uncover where you are, where you want to get to, and most importantly, how to achieve your financial goals. The process will include recommendations that focus on your priorities and aspirations, whether that be for a comfortable retirement, save for college or any of life’s big events.
Remember, an investment portfolio is not a financial plan. Get started on reviewing, planning, and executing your financial future! Schedule a Discovery Meeting today!
1
For the past four consecutive years, Griffiths, Dreher & Evans, PS, CPAs has been recognized as one of the ‘Top 150 Firms’ nationally for investment advisory firms who are also CPA firms by national publication, Accounting Today.
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.
Our ‘Three Pillars Investment’ philosophy provides a secure and stable foundation for your
Investment Portfolio, supported by our Investment Advisory Advisors, detailed
Client Services Team, and a well-respected Custodian in Charles Schwab and Co, Inc.
Three Pillars Investment
Management Program
Our Investment Advisory Process
Discovery Meeting
-
No cost, no obligation, complimentary consultation
-
Gather information
-
Learn and understand your financial situation including challenges, goals, and priorities
-
Allows you and your advisor to determine whether this is a good fit for one another
.png)
Introduce Big Sheets
-
Exclusive Proprietary Program
-
Easy-to-Understand
-
Big Picture Overview
-
Visual Representation of Financial Situation
-
Recommendations that focus on your priorities and aspirations
-
Quickly updated to adjust to life changes
Engage Investment Management Team
-
Finalize Investment Plan that is agreed upon and approved by client
-
Introduce Investment Management Team who will complete the set-up and transfer of your assets
-
Establish portfolio with Custodian, Charles Schwab & Co, Inc. and confirm asset transfer completion
-
Onboarding support through Client Services Team
-
In-house Management - no third party investment managers
-
Regular review and consultations including responsiveness to life event changes through Suitability Reports
-
Chief Investment Team Review
-
Chief Compliance Officer Oversight
-
Maintenance of asset allocation and reconciliations of all portfolio activities
-
Information security monitoring & best practices
-
Issuing of regulatory reports
-
Day-to-day account management
Ongoing Investment Management
The Roles of Each Pillar
-
Holds Assets Like a Bank
-
Reports to IRS
-
No Advice or Planning
-
Insured by SIPC, FDIC & Lloyds of London
-
Approve Securities
-
SEC Compliance
-
Process Trades
-
Daily Reconciliations
-
Manage Distributions
-
Issue Reports
-
Develop a Strategic Plan using Big Sheets
-
Asset Allocation
-
Ongoing Reviews
-
Estate Planning
-
Taxes
-
Collaboration