Clients seek our guidance for a variety of reasons. Many are looking for help transitioning the family business into the family fortune. Others may be ready to retire, possibly downshifting into a new career or pursuing a life of volunteerism or one that allows them to spend more time with family.
Regardless of the reason, our engagements involve providing our clients with the financial planning guidance and wealth management advice necessary to making a successful transition into the next phase of their lives. Taking this most critical step without careful planning and forethought could potentially undo a lifetime of hard work.
Helping to make such transitions smooth and sustainable is our business, and it has been for over 30 years.
The gryphon is a legendary, mythical creature — half lion and half eagle. Its duty is to guard and protect family treasure and priceless possessions.
At Gryphon Financial Partners, it is our goal and our honor to safeguard your family’s lifestyle, your business equity, your personal wealth and your legacy. We are the protectors of your aspirations and successes…financial and personal.
At Gryphon Financial Partners, our vision is to provide our clients with advice that is delivered from a perspective of independence — one that ensures full objectivity and remains free of conflicts of interest that can be found elsewhere.
Our advice from our team of investment advisors in Columbus, Cincinnati, Toledo, and Indianapolis is also highly customized to the needs of the individuals and families we serve across 38 states. That level of customization is critical to how we carry out our vision: assisting clients in achieving their life’s goals by performing in accordance with our beliefs at all times.
It is our fundamental belief that success comes from doing the right things, in the right way, for our clients…every time.
It is through our ongoing commitment to carrying out our vision with care and forethought that we help clients meet their clearly defined objectives and attain their goals.
At Gryphon Financial Partners, we believe wealth management is more than just numbers. It is about people. Every day, we help clients overcome obstacles, realize dreams, and secure futures. Our company purpose is simple but very meaningful: “Help Make People’s Lives Better.”
To us, wealth management is personal. It’s about understanding what matters most—family, freedom, security, impact—and designing strategies that support those values. We work closely with our clients to remove complexity, reduce stress, and empower them to make informed decisions at every stage of life.
Every client story is different, and we take pride in being there for each one. Whether it is helping to navigate personal crises, preparing for complex business transitions, or protecting against identity theft and fraud, our clients turn to us first. Why? Because they know we will be there with experience, integrity, and a commitment that goes beyond the financial. Every relationship we build is rooted in our purpose to do more than manage wealth. We are here to Help Make People’s Lives Better.
Most people do not expect their financial team to pick up the phone at night. But when it matters, that is exactly what we do.
A client called Gryphon Advisor, Michael, one evening after she had unknowingly given a fraudster access to her computer. The caller had told her he was going to take everything she had. She was scared and didn’t know where to turn.
Michael walked her through locking down her credit that night. The following day, the Gryphon team took it from there, notifying her financial institutions, recommend she enable two-factor authentication, and work with our identity protection and credit monitoring external partner to fully assess her situation.
She did not lose a single dollar.
Protecting our clients goes beyond their portfolio. It means showing up when they need us most.
“I called Michael one evening after I realized I had made a serious mistake. He walked me through everything I needed to do. I was worried I had put everything at risk.
Thanks to Michael and the Gryphon team, I didn’t lose a thing.“
Michael Solik, CIMA®, CFP®, CPWA® Director, GFP Family Office
Jeff was unemployed, but he was far from inactive. He devoted more than 30 hours each week caring for his aging parents and maintaining their Texas property, which spans several acres.
Jeff, his brother, and their parents were all beneficial owners of a Family Investment LLC. Under the LLC structure, any distribution had to be made on a pro rata basis. As a result, whenever Jeff needed funds, distributions had to be made to all owners even when the others had no need for additional income.
This arrangement created several challenges:
To address these issues, we helped the family implement a more thoughtful solution. Jeff was hired as an employee and compensated directly for the valuable services he was providing. His compensation package included salary, bonus opportunities, and health care benefits, all funded from his parents’ personal assets rather than the LLC.
At Gryphon, helping to make people’s lives better is our purpose. The result was a win for everyone:
By restructuring the family’s approach, we were able to support the parents’ care needs, recognize Jeff’s contributions, and preserve the family’s long-term wealth strategy.
“Cathy helped us see the whole picture. She found a solution that made things genuinely better for our entire family. That is exactly what we needed.”
Catherine Z. Cory Managing Director, Co-Founder
*This example is based on a real client experience. No compensation was provided. This may not be representative of all client experiences and is not a guarantee of future results.
Learn more about our Purpose and Values in this video with our Gryphon CEO and Founder, Joel Guth, and Managing Executive, Randi Bellner.
From teaching kids the value of money at an early age by saving money in their piggy banks to improving elder parents’ quality of life by finding the right custom healthcare solution, we take great pride in advising all generations of our clients. These and the many different life stages in between require planning, education and sometimes difficult conversations, particularly when it comes to family wealth management.
At Gryphon Financial Partners, we believe having open communication about wealth with your children can help them best experience their own financial life events like buying their first home to optimizing the best work retirement plan to planning for their own children’s education. Although never easy, we believe talking with aging parents about their own finances and wishes will help with what could be overwhelming conversations.
Our team of wealth advisors pride ourselves on being a great resource throughout.
Gryphon Financial Partners was founded in Columbus, Ohio to provide freedom of choice in an environment to best advise our clients. For this reason, we are adamant about maintaining full transparency into our thinking and our operations. We are not beholden to any one company’s product selection or operational restrictions. This enables us to create individualized solutions for each client and fulfill our commitment to hold ourselves to the fiduciary standard.
What this means is that we are more than financial advisors. While we provide financial advisory and wealth management services, we also serve as advocates for our clients’ best interests and work toward assuring their continued well-being.
We chose to assume this greater degree of accountability because we believe the client-advisor relationship needs to be well-rooted in trust if it is to flourish.
We bear the legal obligation to put your best interest ahead of our firm’s at all times. This is not a ploy or a strategic decision on our part – we do it because it is the right thing to do.
Because we do not answer to any one firm, we are able to make selections across the full range of investment products to find the best solution for each client.
Our deliberate pursuit of a business model that aligns our interests with our clients enables us to embrace the widest possible perspective when evaluating choices. It also ensures our focus remains on serving our client’s best interest.
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