Thomas M. Griffiths, CPA/MBA, PFS/CFP®, ABV/CVA, CFF/CFE
Business owners are my financial advisory focus. To be a financial adviser for business owners requires a unique combination of skills and expertise in investments, business management, business valuation, complex tax issues and financial planning. I utilize a consultative approach in working with business owners as their financial adviser to maximize the value of their investments including the value of their business, to plan for the exit from their business and to manage their wealth in retirement. See My Resume.
I am a student of my profession. In addition to being a CPA with in-depth tax experience, I have attained advanced specialty credentials in financial planning (PFS & CFP), business valuation (ABV & CVA), fraud detection (CFF & CFE) and business management (MBA). I am a registered investment adviser and I invest my assets the way I recommend my clients invest. Like many business owners, I have started and partially sold two separate businesses and have multiple commercial real estate interests. My goals are parallel to those of my clients, the eventual successful exit form my business interests and the secure management of my wealth to live the lifestyle I desire.