CPA Registered Investment Advisors Who Put You First—Always

At Griffiths, Dreher & Evans, PS, CPAs, we build every financial plan around you.

Your goals, your values, your legacy — that’s where we begin. Whether you’re preparing to retire, be more tax efficient, or sell a business, our high-caliber team of CPA Registered Investment Advisors is here to help you make confident decisions at every turn.

Why Clients Think We’re the Best Investment Advisors for Them

Our clients don’t come to us just for portfolio management. They come for clarity, confidence, and long-term partnership. Here’s what they value most about working with our team of CPA investment managers.

Free Discovery Meeting

We start by listening to you, and that first conversation shouldn’t cost you anything. We offer a NO-COST, NO-OBLIGATION CONSULTATION to understand your unique goals and challenges.

Personalized Financial Analysis

We provide a custom Big Sheets™ Financial Analysis Guide built around your full financial picture, so you know exactly where you stand and what steps to take next.

Smooth Asset Transfer

We handle onboarding and asset transition directly with Charles Schwab & Co., Inc. for a smooth, secure experience.

Year-Round Support

Life changes. We’re here year-round to help you adjust your strategy when it does, not just during review meetings, but when you need us most.

Advice You Can Trust

As fiduciaries, we’re legally bound and personally committed to putting your interests first, every single time.

Quarterly Portfolio Reviews

You’ll get regular portfolio reviews, quarterly suitability reports, and honest answers without the industry buzzwords.

A Team That’s Got Your Back

You’ll get regular portfolio reviews, quarterly suitability reports, and honest answers without the industry buzzwords.

  • Chief Investment Team
  • Chief Compliance Officer
  • Portfolio Trade Deck Department
  • Client Services Team
  • Information Security Team.

More Ways We Serve You

The best financial plans cover more than investments. We help you protect, grow, and use your wealth with purpose through strategic services built for your full financial life.

  • Tax Analysis to Guide Investment Choices
  • Personal and Business Tax Preparation Services
  • Certified Business Valuations and Updates
  • Tax Strategies to Prepare Your Business for Sale
  • Exit Planning Recommendations 
  • Wealth-Building Tax Strategies
  • Exit And Succession Planning Opportunities
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Get to Know Our Trusted Investment Advisors.

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J. Shawn Coleman

Partner I CPA/PFS, ABV
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Deanna Dreher

Partner I CPA/PFS, CVA
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Brett Smith

Partner I CPA/PFS, ABV
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Eric Blazekovic

Partner I CPA/PFS, CVA
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Greg Kelly

Partner I CPA, CVA
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Cameron Scott

Partner I CPA, CVA
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