Gryphon Financial Partners
Working to Protect Your Assets During Turbulent Times
5.0
Wealth management firm in Columbus, Cincinnati, and Toledo, Ohio, serving families, businesses, executives, and individuals for over 25 years.
About
Gryphon Financial Partners is a wealth management firm with locations in Columbus, Cincinnati, and Toledo, Ohio. Founded over 25 years ago, the firm provides comprehensive financial services tailored to the needs of families, businesses, executives, and individuals.
Services include strategic asset allocation, detailed cash flow planning, tax-efficient wealth transfer strategies, and comprehensive financial planning. The firm emphasizes a customized approach, protecting clients' assets during turbulent times, and offers expertise in business exit planning, succession planning, and family office management.
Services
Financial Planning
Guidance in establishing long-term goals, forecasting future needs and expenses, and creating a plan for achieving them across generations.
Asset Allocation
Strategic design of the investment mix that increases the probability of each family reaching its goals while minimizing the impact of market fluctuations.
Risk Management
Comprehensive analysis of risk exposure — both intentional and inadvertent — and the development of strategies designed to mitigate these risks.
Lending
Analysis of the potential benefit of using debt and strategic structuring of debt to help maximize tax deductibility and minimize personal liability.
Philanthropy
Support for personal giving programs and charitable involvements to create a closer alignment between intent and the tax impact.
Wealth Transfer
Strategic input for transitioning wealth with respect to family values in light of the current tax code.
Credentials & Certifications
Reviews
