Three Pillars Investment Management Program

Griffiths, Dreher & Evans, PS, CPAs has been providing investment advisory services for the past 20 years. In that time, we have developed a comprehensive investment management philosophy that encompasses our tax expertise that maximize your investment potential while minimizing tax implications.

To introduce you to our Investment Advisory Services, we offer a no-cost, no-obligation Discovery Meeting. We will develop a customized, easy-to-understand, big picture review of your financial position. The Discovery Meeting process will uncover where you are, where you want to get to, and most importantly, how to achieve your financial goals. The process will include recommendations that focus on your priorities and aspirations, whether that be for a comfortable retirement, save for college or any of life’s big events.

Remember, an investment portfolio is not a financial plan. Get started on reviewing, planning, and executing your financial future! Schedule a Discovery Meeting today!

Learn more about our Three Pillars Investment Management Philosohpy

Schedule a Discovery Meeting

Top 150 Firms in the Nation

For the past five consecutive years, Griffiths, Dreher & Evans, PS, CPAs has been recognized as one of the ‘Top 150 Firms’ nationally for investment advisory firms who are also CPA firms by national publication, Accounting Today.

1 Annual ranking of CPA firms by assets under management by AccountingToday.com in 2020, 2021, 2022, 2023, 2024. Data is provided by AuditAnalytics.com This ranking is not an indication or guarantee of the future performance of GDE; and a client’s actual experience with GDE may not be the same as the Accountingtoday.com ranking of GDE.

Nobel Prize Winning Investment Philosophy Solution

Our ‘Three Pillars Investment’ philosophy provides a secure and stable foundation for your Investment Portfolio, supported by our Investment Advisory Advisors, detailed Client Services Team, and a well-respected Custodian in Charles Schwab and Co, Inc.

4 Step Process

Financial Advisory Process at GDE

1

Discovery Meeting

A meeting to learn about your goals, your financial position and your plans for the future.

Proposal Meeting

A meeting to learn about your goals, your financial position and your plans for the future.

2

2

Proposal Meeting

A meeting to learn about your goals, your financial position and your plans for the future.

3

Get Started

A meeting to complete paperwork necessary to transfer assets and start financial advisory

Ongoing Financial Advice

Investment Management
+ Advanced Planning
+ Personal CFO
= Your Best Outcome

4

4

Ongoing Financial Advice

Investment Management
+ Advanced Planning
+ Personal CFO
= Your Best Outcome