Wisely managed, money can transform into an engine that powers your deepest desires and the life you want. We're on a mission to understand who you are and to help you harness the power of money to reach your goals. We are a specialized financial advisory firm uniquely focused on empowering people who are ready to secure the life they want - for now and the future.
Our unique Core 5 process helps you address your feelings about money, identify your life goals, and set about achieving them. This isn't a superficial, me-too plan. We guide you through a financial planning journey, laying a foundation that will equip you to reach your desired destination. We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Our unique Core 5 process helps you address your feelings about money, identify your life goals, and set about achieving them. This isn't a superficial, me-too plan. We guide you through a financial planning journey, laying a foundation that will equip you to reach your desired destination. We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Services
Jane began her career in finance as an industry analyst with J.P. Morgan in New York. After graduating from Harvard Business School, she moved to the Bay Area with her husband and worked for both large and smaller corporations as well as venture-backed start-ups before following her passion to serve individual clients.
At Griffin Black we're more than just experts in finance. We're trusted guides, helping you achieve a life of money mastery, where your money works to help make your dreams a reality. As a fee-only Registered Investment Advisor, we proudly adhere to a fiduciary standard of care. Our core values guarantee we're focused on helping you reach your life goals.
The world of financial advice can be confusing. Yet by asking several basic questions about an advisor you're thinking of working with, you can gain an understanding of key differences among various firms and advisors. Most people who call themselves financial advisors owe their primary allegiance to the company they work for or the product vendor they represent rather than the customers they serve.
Because we work with our clients on a long-term basis, we charge a simple, annual fee for Holistic Wealth Management. We don't charge by the hour, so our clients' fees don't go up unexpectedly because of a big project or a sudden need. In general, we base each client's fee on their personal financial complexity and need, with certain minimums.
Thank you for considering Griffin Black for your career opportunities. Although there are currently no open positions at Griffin Black, we'd love you to consider us for your future employment so keep checking back for new postings. We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
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