In The News

Katelyn’s client responsibilities include building wealth management plans, organizing their financial lives, connecting all their professional advisors into one cohesive strategy, multigenerational planning and education, and providing overall top notch client service for the Altenburg team.

Gryphon Financial Partners is pleased to announce that financial advisors, Austin Altenburg and Katelyn Stanchfield, CFP® and financial professionals Allison Kelley and Grace Lesinski, will be joining them from the Merrill Lynch office in Columbus, Ohio. They reported having served approximately $250 million in brokerage assets.

Since 2014, the Columbus Smart 50 Awards recognize the top executives of the 50 smartest companies in the Central Ohio region for their ability to effectively build and lead successful organizations. Joel Guth and Gryphon Financial Partners were recently recognized as a 2020 Honoree.

The current economic situation—a worldwide pandemic, millions of job losses, a steep economic downturn and uncertainty about the future—is not the time to panic and change your long-term investment strategy, according to the experts.

As a comprehensive wealth management firm, we safeguard and protect personal wealth, retirement assets and business equity. We do this by offering a full range of services — from strategic asset allocation and detailed cash flow planning to tax efficient wealth transfer strategies and private investment opportunities.