Скачать или смотреть GDE Investment Advisory Process

Griffths, Dreher & Evans, PS, CPAs PS, CPAs has over 30 years of experience in Certified Public Accounting and nearly two decades in Investment Advisory Services, providing our clients with expertise and guidance in these two closely connecting areas.
This is demonstrated by our recognition as one of the Top 150 firms nationally, for investment advisory firms who are also cpa firms for the past six consecutive years.*
Guided by an award-winning philosophy, our Three Pillars Investment Management Program is built on our experienced team of advisors, investment management team, and Charles Schwab & Company as custodian, all working to provide you with security, service, and peace-of-mind.
Our investment advisory process begins with a Discovery Meeting. In this no-cost, no-obligation consultation, your advisor will learn and understand your financial situation – including your challenges, goals, and priorities. And just as importantly, this allows you and your advisor to determine whether this is a good fit for one another.
Using our Big Sheets Financial Analysis, we’ll create a customized, easy-to-understand, big picture review of your financial position with recommendations that focus on your priorities and aspirations. This collaboration with your advisor will give you a solid portfolio that will be monitored regularly and quickly updated when life events change your situation.

Behind the combination of proven investment management strategies and tax preparation expertise, Griffiths, Dreher & Evans, PS, CPAs are uniquely qualified to maximize your investment potential while minimizing tax implications; thus, providing valuable insight to help you plan for a comfortable retirement, save for college or any of life’s big events.

To get started, please call (509-326-4054), email ([email protected]) or visit grifco.com to schedule our complimentary Discovery Meeting today.

*Annual ranking of CPA firms by assets under management by AccountingToday.com in 2020, 2021, 2022, 2023, 2024, 2025. 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.