About Us

Delivering Personalized Financial Strategies That Put You First

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.

Our Approach

What Set's Us Apart? – The Independent Advantage

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.

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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. 

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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?”

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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.

Our Mission

Our first priority is helping you take care of yourself and your family. We want to learn more about you, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication has been the keystone for Grigg Financial.

Our History

Who We Are & What We Do

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 He developed firm opinions on just how outdated some systems are and uses these thoughts to provide high quality advise and service to the mass affluent, not just the very affluent.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. 

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What Does Being A FidUciary Mean?

A fiduciary is required to work in the best interest of the client. This involves a significant effort in looking at all the options, comparing and contrasting, and advising a best course of action.  We are not investment product sales people. We do not make commissions on investment advice. Our business does better when you do better.

Our Process

A Simple, Clear Path to Financial Confidence

  • Step 1: Start with a Conversation

    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.


    • We listen first. No sales pitches, just a conversation about what matters most to you.
    • We assess your financial picture to understand where you are today and where you want to go.
    • We educate and empower you with insights tailored to your financial situation.
  • Step 2: Develop a “Living Plan” That Works for You

    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:


    • Do I have the resources to retire comfortably?
    • How do I ensure my wealth lasts for the long term?
    • What investment strategy aligns with my risk tolerance and goals?

    We focus on long-term sustainability, whether it’s retirement, investment real estate, or wealth transfer strategies.

  • Step 3: Customize Investment Management to Your Needs

    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.


    • Diversified, risk-managed investment strategies
    • Retirement income planning tailored to your future lifestyle
    • Alternative investment opportunities, including real estate & DSTs
  • Step 4: Ongoing Guidance & Continuous Adjustments

    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.


    • Annual Reviews & Adjustments – We check in to ensure you stay on track.
    • Market & Strategy Updates – Your portfolio evolves as conditions change.
    • A Relationship That Lasts – We are always here to answer questions and offer guidance.

    We believe that meeting with your financial professional should be a positive, empowering experience—one that leaves you feeling more confident about your future.