Forbes features Maura Griffin as Top Financial Leader in New York

Forbes magazine features Maura Griffin

Forbes features Maura Griffin, describing her “softer, gentler” style of wealth management, as she helps clients identify emotions that can often cloud good financial decision-making. “I try to peel away the layers, to show that money is a neutral tool to help them live the life they want,” she says in the article.

Forbes writes: “Griffin’s investment philosophy is simple, yet effective. She describes it as a mix of low-cost smart alpha and active management. ‘Our investing is broadly diversified so it captures the full market, yet is able to exclude certain areas that may not do as well,’ she explains. ‘We don’t chase trends or try to time the market, we focus on the long term.’ ”

“As a fiduciary. Griffin is bound by law to put clients’ interests first. After talking to her for a short while, you sense she would do this even if she didn’t have to: She’s that friendly, that open, that interested in what you have to say. “Our recommendations are independent and objective and based on what we believe is the right thing. We truly sit on the same side of the table as our clients.” As fee-only advisors. Griffin and her team do not receive commissions. “We are paid for our knowledge and expertise, not for selling products,” she says.

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We specialize in working with women after divorce, death of a spouse, or other life transitions such as retirement or job change. We provide financial planning and investment management services.

We believe in a holistic approach. Movement in each piece of your financial plan impacts the others, so we consider your entire picture.


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"Integrity without knowledge is weak and useless, and knowledge without integrity is dangerous and dreadful."
– Samuel Johnson (1709-1784)