About us

Helping you realize the full potential of your wealth

About Lily Griffin, CPA

With a unique blend of financial expertise and entrepreneurial spirit, I help individuals and business owners navigate their financial world with confidence, so they can explore the full potential of their wealth.

After gaining hands on experience supporting financial operations at a family office and contributing to audit engagements at Grant Thornton, I spent two years at a CPA firm, where I handled everything from tax preparation and planning to bookkeeping, payroll, and financial reporting—giving me a well-rounded view of both day to day operations and long term financial planning.

I’ve also spent the last decade as a professional model and small business owner, so I understand firsthand the challenges of managing income that doesn’t always follow a predictable path.

I bring both the technical knowledge of a CPA and the real world insight of someone who has built and run a business. That’s why I love working with business owners, executives, physicians, and high net worth investors to help build, preserve, and transform their wealth.

You envision your future—I help you make it a reality.