After 16 years in the investment and insurance fields, Billy Griggers decided to pursue the opportunity and freedom of an Independent Advisor. At that time, Billy selected LPL Financial as the firm’s broker-dealer, allowing us to be an independent financial firm. By partnering with LPL Financial, we are able to operate locally and independently while being backed by the resources of a national broker-dealer. In 2015, Billy renamed the firm Griggers Wealth Management in order to better explain our advisory services for our clients.
Our firm operates on the principles of hard work, loyalty, quality, and personalized service. Our team has over 60 years of combined experience in multiple areas of finance and is committed to finding solutions to your financial problems.
We offer compassionate advisory services that will help you find the right financial path. Whatever you’re facing, Griggers Wealth Management can help you. We view clients as part of our family, and we treat your finances with this in mind.
We offer numerous services:
- Portfolio Management
- Wealth Planning
- Estate Planning
- Tax Planning
- Wealth Management Programs
- Federal Employee Benefits
- Education Savings Plans
- Employer-Sponsored Retirement Plans
Why Choose Griggers Wealth Management?
In the world of financial planning, we’ve found that client care is often a secondary focus. However, at Griggers Wealth Management (GWM), clients always come first. We truly care about you and are committed to offering you personalized services that larger financial companies simply cannot offer. Unlike a corporation, the team at GWM will take the time to get to know you and build a relationship with you. Because we are not a call center, you’ll enjoy the continuity of working with someone who truly cares about you and is committed to doing what’s best for you. We want you to come talk with us, one on one, so we can fully understand your concerns. Once we understand those, we will help you find the best solution to fit your needs and address all concerns. Not all problems need investments or are specific to wealth management. However, no matter what your problem is, you will not be abandoned.
Investing and financial planning can be very complex and are often difficult to talk about. With this in mind, we believe there is never a bad question. It’s important to us that you understand each decision made with your finances.
Our Core Principles
- Flexibility – Your portfolio will be constructed in a flexible manner to best meet your needs.
- Adaptability – We want to keep you adaptable to major changes in market conditions.
- Preparedness – By staying flexible and adaptable, we can help you be prepared for anything.
- Invest – We approach investing primarily with a 3-year outlook for long-term success.
- Tactical – We will take a tactical approach by investing as needed.
- Defense – We start by protecting what you have and then focus on long-term growth.
By following these core principles, we will help you work towards the ultimate objective of protecting and advancing your hard-earned wealth. Our style of financial planning is holistic – we won’t advise you to do anything that isn’t in your best interest.
We understand that each client has different needs and goals for their assets to fulfill. It is our goal to help our clients protect what is truly important to them.
You have worked hard for your money and we will work hard to be your most trusted financial advisor through our professional knowledge, integrity, and personalized wealth management service.