Griffiths Financial Services - Financial Advisor in Newtown, PA | WiserAdvisor.com

At Griffiths Financial Services, the core of who we are is rooted in loyalty and trust - it is the foundation from which we grow relationships. We understand what truly matters to our clients and tailor a holistic financial plan that provides confidence now and in the future. We strive to preserve your wealth and your future, through a disciplined, structured approach.

Griffiths Financial Services

Tom Griffiths is the President and founder of Griffiths Financial Services, an independent wealth management firm in Newtown, Pennsylvania that serves individuals, families, and small-business owners with a strong emphasis on personalized client service. With more than 25 years of experience in financial services, Tom has built his practice on a foundation of loyalty and trust, working to understand what truly matters to each client and tailoring a holistic financial plan designed to provide confidence today and security in the future. As an independent advisor, Tom works solely for his clients. Because the firm does not answer to any investment product manufacturer or parent brokerage company, he is able to offer objective, personalized advice and recommend the investment options best suited to each client's unique needs, drawing on access to a broad range of investments from third-party money managers. His core investment philosophy is rooted in the primary tenets of asset allocation, diversification, and a long-term perspective. A skilled listener, Tom believes sound financial guidance begins with a careful understanding of each client's goals, priorities, and concerns before any strategy is formulated. He offers a broad set of services ranging from investment management and retirement income planning to estate planning and risk management, and clients enjoy full access to their advisor at all times. Today, Griffiths Financial Services is closely supported by Great Valley Advisor Group, which provides investment advice, technology, and compliance resources so that Tom and his team can focus on serving clients. Tom lives in Bucks County, Pennsylvania with his wife and children. Outside of the office, he enjoys spending time with his family and staying active through running, boxing, and other athletic pursuits.

Eric Parnell is the Chief Market Strategist for Great Valley Advisor Group. Eric applies his expertise in finance and economics to manage multi-asset portfolios, mitigate risk, deliver advice that promotes informed decision-making, and facilitate investors achieving their short-and long-term investment goals. He leads the GVA Asset Management platform overseeing the management of asset allocation models for GVA advisors and their end clients. Eric also provides economic, market, and investment related analysis and communications to the GVA network of advisors and clients as well as the broader financial media. Eric has appeared on CNBC, CNN, Money Matters TV, NPR-Marketplace, Seeking Alpha, and CFA Magazine. 

Eric has more than 25 years of financial and investment experience. Prior to joining GVA, Eric was the Founder and Director of Gerring Capital Partners, a Registered Investment Advisor serving clients nationwide. Eric also previously served as the Director of Investment Communications for SEI Investments and as an Economist at Moody's Analytics. Eric is also an active member of the CFA Society of Philadelphia and the Global Interdependence Center. 

Beyond his investment work, Eric is a Visiting Scholar in Business & Economics at Ursinus College. He served as a full-time faculty at Ursinus from 2014 to 2023 teaching courses in finance, investments, economics, and research methods. Eric also launched the Finance Scholars program at Ursinus to prepare students to take the CFA Level I Exam after graduation. Prior to teaching at Ursinus, Eric was a full-time visiting professor at West Chester University in the Department of Economics & Finance from 2005 to 2014. He was a five-time recipient of Outstanding Faculty Honors during his time at WCU. 

Eric is a Chartered Financial Analyst (CFA) Charter holder. He holds an MS Finance from Drexel University's LeBow College of Business. Eric also graduated Magna cum Laude from Dickinson College with a BA Economics and a BS Mathematics and is a member of Phi Beta Kappa. 

Eric lives with his wife Sherry and two sons Finn and Rowan in Glenmoore, PA. He is also an active marathon and half marathon distance runner. 

Eric Parnell is solely an investment advisor representative of Great Valley Advisor Group, and not affiliated with LPL Financial.

Drew is a Director of Compliance and Operations and a Supervisory Principal at GVA. He is responsible for reviewing and maintaining oversight of all activity generated from GVA advisors and staff. He has been involved in the operations/compliance side of the financial industry since graduating from Rider University. Drew began his career with Fiserv Securities before moving to Wells Fargo and has been with LPL since 2007 and GVA since 2014. He maintains his series 6, 63, 65, 7 and 24. Drew has a robust understanding of the back office procedures of the financial industry. 

In his spare time Drew enjoys spending time with his family, coaching his children's sports teams, playing ice hockey and going to the beach.

Nick joined GVA in 2024 as Senior Trader on the GVA Asset Management Team. In this role Nick oversees trading functions, such as new account setup, portfolio rebalancing and monitoring, daily report reviews, and managing various trading workflows. 

Nick comes to GVA with 10+ years in the investment industry. He graduated from Fordham University in 2014 with a BS in Finance, and a concentration in Alternative Investments. He began his career in the private wealth management space before making a transition into portfolio management. Nick has spent the last 5-years overseeing risk-based model portfolios and acting as a resource for participating advisor networks throughout the United States. 

Nick lives in Philadelphia, PA, with his wife and daughter. 

Nick Dalessandro is solely an investment advisor representative of Great Valley Advisor Group, and not affiliated with LPL Financial.

Evan is an Associate on GVA's Asset Management Team. He specializes in investment research and has a passion for finance and economics. Evan uses his strong work ethic and financial literacy to help manage GVA's multi-asset portfolios, mitigate risk, and help coordinate wholesaler relationships. 

In the Spring of 2024, Evan graduated as valedictorian from Ursinus College with a BA in Finance and a minor in Management Studies. Evan took part in Finance Scholars and was a CEO of the Ursinus College Investment Management Company. Evan was also inducted into Phi Beta Kappa and Omicron Delta Epsilon during his time at Ursinus. Outside of his coursework, Evan was captain of the men's golf team and worked on a year-long honors project focusing on the stock-bond correlation and how macroeconomic variables affect the relationship between the two asset classes. 

Prior to joining GVA full-time, Evan interned with GVA's Asset Management team! During his time as an intern he focused on equity research, and shadowing wholesaler and advisor meetings. Under the guidance of the GVAAM team, Evan gained quality professional experience in the finance and asset management industry. 

Outside of Finance and Economics, Evan enjoys golfing, watching Formula 1 racing, going to Sixers games, and traveling with close friends and family. 

Evan Coffey is solely an investment advisor representative of Great Valley Advisor Group, and not affiliated with LPL Financial.

We work with small-business owners to align their business and personal financial goals, addressing planning, investment, and risk-management needs.

We deliver holistic, personalized financial planning for individuals and families. Prudent financial planning goes well beyond saving and investing; we address retirement, investments, risk management, insurance, home ownership, estate planning, and more, and detail the steps needed to reach each goal.

Clients have full access to their advisor at all times. We provide ongoing, objective financial advice and consulting, proactively adjusting your plan as your professional and personal life evolves.

We build and actively manage diversified investment portfolios grounded in our core tenets of asset allocation, diversification, and a long-term perspective. As an independent firm, we have access to a broad range of investments and third-party money managers, allowing us to tailor each portfolio to the client's goals, time horizon, and risk tolerance.

Our retirement income planning helps answer the questions that create the most uncertainty: how and when you can retire at your desired lifestyle, the best way to create dependable retirement income, and how to maximize your resources and benefits to get there. We analyze your full situation and build a plan designed to carry you confidently through retirement.

We incorporate appropriate insurance solutions, including life, health, and accident coverage, to help protect clients and their families as part of a comprehensive plan.

Where appropriate, we help clients evaluate annuities as a tool for creating dependable retirement income, ensuring any recommendation fits the client's overall plan and goals.

For many clients, the goal is not only building a nest egg but ensuring their estate delivers benefits beyond their own retirement and leaves a lasting legacy. We help coordinate estate planning strategies so your wealth transfers according to your wishes.

We help families plan and save for education expenses, incorporating education funding into a broader, goal-based financial plan.

As an independent advisor, we recommend investment options based solely on your needs, drawing on a broad range of investments and third-party money managers, and manage them with discipline over the long term.

We provide comprehensive wealth management that integrates investment management, planning, and risk management around a detailed understanding of your unique situation and goals, with the objective of preserving and growing your wealth over time.

We help identify and manage the risks that can threaten your financial plan, incorporating appropriate insurance and risk-management strategies to protect what you have built.

We offer disciplined, professional money management built on asset allocation, diversification, and a long-term perspective, with portfolios tailored to each client's needs and objectives.

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Griffiths Financial Services

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