Contact Information
The Exchange Building
1122 Kenilworth Drive
Suite 115
Towson, MD 21204
Phone: 410-231-7040
Email: brian@griggfinancial.com
1122 Kenilworth Drive, Towson, Maryland 21204, United States
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At Grigg Financial, we provide independent, personalized retirement planning and investment management to help retirees and investors make informed decisions about their wealth.
Navigating retirement and investment strategies can feel overwhelming, but you don’t have to do it alone. At Grigg Financial, we specialize in personalized financial planning and investment management, ensuring your wealth is protected and working for you.
With an independent approach and decades of experience, we provide strategies focused on retirement planning, asset management, and real estate investments. Whether you’re growing your portfolio or preserving wealth for future generations, we offer unbiased financial advice tailored to your goals.
A personalized approach to risk-conscious, long-term growth.
Delaware Statutory Trusts (DSTs), comparable income properties, and liquid asset solutions.
We are an independent firm, meaning we work solely in our clients' best interests—no corporate influence, no commissions, just trusted financial guidance. Founder Brian Grigg is also his own compliance officer, ensuring full transparency and integrity in every decision.
We primarily work with retirees, pre-retirees, and investors looking to preserve and grow their wealth. Our expertise spans retirement planning, private equity, private credit, real estate investment strategies, and risk-conscious investment management.
A Delaware Statutory Trust (DST) is a passive real estate investment option that allows property owners to defer capital gains taxes through a 1031 exchange. This strategy enables you to transition from active property management to a professionally managed real estate investment, maintaining income benefits without the landlord responsibilities.
We operate on a fee-based structure, meaning our compensation is fully transparent and aligned with your success. Unlike commission-based firms, we have no incentive to push specific financial products—we work for you, not a corporation.
We put you first. Your goals are at the center of everything we do.
We are relationship based. We are not looking for a sale. Getting to know you over time helps build your best plan.
No Commitemnt or fuss, Let’s discuss your financial future.
All Rights Reserved | Grigg Financial
The Exchange Building
1122 Kenilworth Drive
Suite 115
Towson, MD 21204
Phone: 410-231-7040
Email: brian@griggfinancial.com