Lily Griffin, CPA 

My approach to wealth management is built on the belief that smart financial decisions require proactive planning and a trusted partnership.

My background as a Certified Public Accountant means I bring a valuable perspective to financial services. I approach every financial challenge with the discipline and rigor of a CPA, focusing on the structure and organization of your wealth. My training ensures that your financial plan is not only aimed at performance but is also thoughtfully optimized, helping you achieve your goals in the most effective and tax-conscious way possible.

I bring experience from my previous roles in financial analysis and strategy with accounting and private investment teams, where I developed an eye for optimizing financial structures.

I am passionate about helping clients cut through financial complexity and leverage their resources to achieve their life goals. As a fiduciary, I am dedicated to providing objective, unbiased advice that always puts your interests first.