Services

Our investment process is grounded in value investment principles. We offer a range of services, enabling our work with a diverse mix of individuals, retirement plans, corporations, and trusts. As an independent, fee-only investment advisor, Graf Financial LLC does not charge and will not accept brokerage commissions.

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Wealth Management and Financial Planning Services

Investment Management

Retirement Planning

Equity Selection

Asset Allocation

Fixed Income Investing

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Client Services

"Investing, it is simple, but it is not easy"

- Warren Buffett