Independent, Experienced, & Here for You.
Serving Balitmore County and Beyond – Conveniently Off the Beltway
At Grigg Financial, we provide independent, personalized retirement planning and investment management to help retirees and investors make informed decisions about their wealth.
Helping Retirees and Investors Manage and Protect Their Wealth with Confidence
We work for you, not a corporate agenda.
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.
Explore Our Financial Services
How We Help You
Investment Management
A personalized approach to risk-conscious, long-term growth.
Retirement planning
Investment Property
Delaware Statutory Trusts (DSTs), comparable income properties, and liquid asset solutions.
Secure. Simple. Always Available.
Managing your investments should be effortless.
That’s why we provide secure access to our client portal and advising options, ensuring you can monitor your portfolio, review reports, and stay informed anytime, anywhere.
Got Questions? We Have Answers.
What makes Grigg Financial different from other financial firms?
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.
What types of clients do you work with?
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.
What is a Delaware Statutory Trust (DST) and how can it help me?
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.
How do you charge for your services?
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.
Why Choose Grigg Financial?
Independent Advantage
We put you first. Your goals are at the center of everything we do.
Lifelong relationships
We are relationship based. We are not looking for a sale. Getting to know you over time helps build your best plan.
Complimentary Consultation
No Commitemnt or fuss, Let’s discuss your financial future.
