Grow Keep Leave Your Money

Financial Wellness Initiative

We structure our financial planning toward achieving four concepts:

Develop | Grow | Keep | Leave your money

Develop

Develop the “right strategy” to fit the individual client’s risk tolerance and investment objectives.

Keep

Keep your money by continued attention to changes in tax laws in an effort to lower clients’ tax obligations.

Grow

Grow your money through proper diversification, attentive asset allocation and focused money management methods.

Leave

Leave your money by putting in place the proper financial estate plan and coordinating with your attorney for the preparation of the proper estate documents.
Team Photo

About Us​

We Strive To Do What Is Best For Your Unique Financial Situation.

Holmes & Griffeth, Financial Planners, is a financial planning firm that focuses on financial, estate and retirement planning, with particular attention given to reducing exposure to market volatility and reducing tax obligations. Our primary founding principle was to be an independent financial services firm. For our clients, this means we always strive to do what is best for their unique financial situations without being influenced by outside corporate interests.

Holmes & Griffeth, Financial Planners have an aggressive continuing education plan that supports our advisors in broadening their knowledge base, staying “up-to-date” on tax law and estate law changes, and pursuing the industry’s most advanced certification designations.

About Us​

We Strive To Do What Is Best For Your Unique Financial Situation.

Holmes & Griffeth, Financial Planners, is a financial planning firm that focuses on financial, estate and retirement planning, with particular attention given to reducing exposure to market volatility and reducing tax obligations. Our primary founding principle was to be an independent financial services firm. For our clients, this means we always strive to do what is best for their unique financial situations without being influenced by outside corporate interests.

Holmes & Griffeth, Financial Planners have an aggressive continuing education plan that supports our advisors in broadening their knowledge base, staying “up-to-date” on tax law and estate law changes, and pursuing the industry’s most advanced certification designations.

Our Services

We offer many services and strategies to help you work toward your financial goals. Take a look at those we offer and reach out to our office for more information and to schedule a complimentary consultation.

Our Advisors

Knowledgeable - Focused - Responsible

Our advisors are focused on providing professional service and accurate, timely and easy to understand advice and suggestions, centered on the betterment of the client’s financial situation. Our advisors are highly educated and are experienced in coordinating investment and insurance tools, as well as protecting the client’s financial estate.

Brian Standage

Investment Adviser Representative
Registered Financial Consultant

Jim Holmes

Chartered Financial Consultant

Receive Free Estate Planning Guide

Please provide your address to receive a free Estate Planning Guide. This is designed to help you organize your information in one place, to assist others in taking care of your estate when the time arises.

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