Meet Our Team
Steve Griffin, CFP®
Principal and Founder | Certified Financial Planner®
From managing a family’s personal wealth to helping business owners focus on their big picture, Steve finds great fulfillment in creating custom, actionable solutions for his clients’ most complex challenges. After taking the time to understand his clients and what they’re looking to accomplish, Steve handcrafts each financial plan to ensure it suits their individual needs. He works closely with his clients to help them visualize their dreams for the future, prioritize their goals, deepen their financial knowledge, and make customized strategies to propel them forward in the right direction.
He often relates his role in his clients’ lives to an architect and general contractor of their financial “house.” While the clients cast their vision for the future and focus on the bigger picture, he and his team take care of crafting and implementing the blueprint that guides them along the way.
Planning Approach
Steve’s primary goal is to meet clients where they are today, whether they’re in need of full-fledged financial planning or more targeted solutions, and help them prepare for a better tomorrow. By listening closely and taking an educated, unbiased approach, he’s able to bring organization and direction to their financial lives. As a result, his clients feel empowered to make forward-focused decisions and feel more confident in their ability to achieve their goals.
Detail-oriented and ultra-organized by nature, Steve prides himself on his ability to build highly personalized strategies that address every facet of his clients’ wealth. He believes in helping his clients understand the “why” behind the planning recommendations and always takes the time to explain complex strategies in straightforward terms. When his clients have total clarity on what’s happening in their financial lives, they’re more engaged and excited about the financial planning process.
Education and Background
With a lifelong knack for numbers, Steve earned his Bachelor's in Finance from the University of South Florida. He’s spent his whole career in financial services and now brings over 20 years of financial planning experience to helping clients achieve financial peace of mind.
Steve is held to some of the industry’s strictest standards of ethics and education as a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. He’s actively involved in several prominent industry organizations including:
Qualifying MDRT member (2021 -2024)*
National Association of Insurance and Financial Advisors (NAIFA)
The Financial Planning Association
The Southwest Florida Estate Planning Council
The CFP® Difference
Steve Griffin is proud to be a CFP® professional, having surpassed rigorous training, education, and testing requirements. This designation is considered to be the standard of excellence within our industry — and for good reason. CFP® professionals are held to one of the highest ethical standards of conduct and are bound to serve as fiduciaries to their clients. Our ability to share this advantage with our clients is important to us, and we believe it’s what helps us be the best partners we can be.
Personal Fulfillment
Steve lives in Sarasota, Florida with his wife, Trish. Together, they enjoy everything the area has to offer from great restaurants to world-class beaches. When he’s not in the office, Steve likes to spend his free time golfing and watching his favorite sports. He also makes it a priority to stay closely connected with his faith by volunteering at his church and reading scripture daily.
With his daughters both living close by, Steve loves spending as much time as he can with them and his grandkids, Landen and Liliana. Whether it’s going to a hockey game or a gymnastics meet, Steve and Trish are always around to cheer them on.
With his own great sense of humor, Steve likes to watch funny movies or stand-up comedy. With so much stress and brokenness in the world, he appreciates the reprieve and healing that laughter can bring.
OUR LOCATION
306 N Rhodes Ave Suite 110
Sarasota, FL 34237