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
New Paragraph
At Grigg Financial, we believe in independent, client-first financial planning that prioritizes your goals, not corporate interests. Founded by Brian Grigg, our firm provides tailored investment management and retirement planning with an emphasis on private equity, private credit, and real estate investment strategies.

With over 35 years of experience, Brian has worked in both corporate financial leadership and personal wealth management, giving him a unique perspective on how to optimize financial strategies for long-term success.
We take a personalized, independent approach to financial planning and investment management. Our philosophy is built on transparency, trust, and long-term relationships—helping our clients navigate their financial future with confidence.
Independent & Transparent Financial Guidance
We work for you. We are not obligated due to contract or incentives to any vendor, financial or supporting firm. This is on purpose. It’s who we are.
Experienced, Knowledgeable & Always in Your Best Interest
We want to be the firm that answers this question “Who Can You Trust to Help with your Money?”
Long-Term Relationships, Not Just Transactions
Financial planning isn’t a one-time event—it’s an ongoing process. We build lasting relationships with our clients, adjusting strategies as life changes.
Brian has been been in this industry for over 35 years. Having spent many years providing service as a financial representative and manager. he was recruited to ‘corporate’ and spent years as a business leader ‘behind the curtain’ getting a unique perspective on how financial advice is delivered nation wide. He developed firm opinions on just how outdated some systems are and uses these thoughts to provide high quality advise and service to the mass affluent, not just the very affluent.
Mr. Grigg formed Grigg Financial with a philosophy so simple that we all learn it in school: Treat others the way you want to be treated. It seems simple and it is. Our focus is helping people. Grigg Financial also believes in “all the time” education for advisors, especially within the complex financial advice based world.
For example, Mr. Grigg has attained certification standards of excellence, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and several others. He also have an MBA from the University of MA and a BA from Merrimack College.
Breathe and relax. Our process begins with a no-pressure, no-obligation consultation. This is a chance for us to learn about your goals, values, and concerns—while you get to know us. We believe financial planning is a two-way relationship, and the choice to work together is always yours.
A financial plan shouldn’t be a static document—it should grow and adapt with your life. That’s why we create what we call a “Living Plan”—a flexible strategy designed to adjust as your circumstances evolve. We analyze your resources under conservative assumptions to answer key questions like:
We focus on long-term sustainability, whether it’s retirement, investment real estate, or wealth transfer strategies.
There are no one-size-fits-all investment strategies here. We take the time to build a portfolio that reflects your priorities, risk tolerance, and timeline. Whether you’re interested in private equity, private credit, or real estate investments, we’ll craft a plan that aligns with your goals.
Financial planning is a journey, not a destination. We revisit, revise, and refine your plan regularly to ensure it keeps up with market changes, economic shifts, and your evolving financial needs.
We believe that meeting with your financial professional should be a positive, empowering experience—one that leaves you feeling more confident about your 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