Brad Griffith joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Brad brings over 10 years of experience in personal and business financial planning. In addition to helping clients achieve their ...
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Brad Griffith joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Brad brings over 10 years of experience in personal and business financial planning. In addition to helping clients achieve their financial goals, his passion is helping accumulators save/invest in a tax efficient manner and helping retirees create a tax efficient income strategy to minimize taxes. Brad finds great fulfillment getting to work directly with clients to build long-term relationships, actively listening, and designing a roadmap to accomplish clients’ financial goals and dreams.
Have Bachelor’s and Master’s degree in Accounting. Credentials also include Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, and Chartered Retirement Planning Counselor and plan to continue pursuit of lifelong learning by adding additional credentials to assist clients. Began career in corporate accounting before making the switch to financial planning in 2013. Joined the Buckingham Advisors team in 2018.
Brad loves spending time with his wife Becky and 3 young boys. They are active members and volunteer at their church, Genoa Church. In his free time, Brad enjoys basketball, cheering on The Ohio State Buckeyes, and spending time outdoors.
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