Gryphon Advisors is a financial and strategic planning firm with deep experience and technical competence. We provide a comprehensive and effective approach that addresses short- and long-term concerns. In our relationship, we are bound by the fiduciary standard, and work only on your behalf. Our firm is built to persevere through generations so that your family can prosper through generations.
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The legendary gryphon is a loyal defender of the family, and fiercely protective of its treasure. In order to provide the most effective advice, we oversee each aspect of your financial life; from investments to insurance; from tax statements to estate documents. In order to discern truth and shun fads, we rigorously research without pre-conceived biases.
Mr. D. Douglas Close is the founder and president of Gryphon Advisors. With over 34 years of experience in the financial services industry, he has been responsible for planning, building, and protecting generations of wealth for both individuals and companies.
Doug specializes in domestic and international tax planning, investment planning and management, debt and cash flow management, strategic and operational business planning, as well as implementing compensation, succession planning, and other valuable services for his clients.Doug has an extensive background in the world of financial planning.
Doug specializes in domestic and international tax planning, investment planning and management, debt and cash flow management, strategic and operational business planning, as well as implementing compensation, succession planning, and other valuable services for his clients.Doug has an extensive background in the world of financial planning.
Your financial situation will change dramatically throughout your life-from the early days when you start a family or a business to your peak career years and eventual wealth accumulation and estate planning for your heirs. We are with you for the entire journey, building a relationship and earning your trust.
Not at all. While there are no magic bullets, practical and transparent strategies help one balance their civic duty and personal wealth. For instance, we tax-loss harvest investments and use low-basis stock to make charitable donations. We facilitate 83(b) elections for employer stock and 1031 exchanges for real estate investments.
Generally speaking, the wealth management industry and comprehensive financial planning had their roots in the stock brokers of the early 20th century.
Wealthy individuals from prominent families rode trains into metropolises and ascended recently constructed skyscrapers in newfangled elevators in order to sit in the plush leather chairs of big-time city brokers who might have been intelligent investors with true institutional advantages, but more often than not were mediocre rent-seekers or glorified snake-oil salesmen.
Wealthy individuals from prominent families rode trains into metropolises and ascended recently constructed skyscrapers in newfangled elevators in order to sit in the plush leather chairs of big-time city brokers who might have been intelligent investors with true institutional advantages, but more often than not were mediocre rent-seekers or glorified snake-oil salesmen.
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