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.

Wealth Management and Financial Planning Services

Investment Management

Retirement Planning

Equity Selection

Asset Allocation

Fixed Income Investing

Client Services

Request duplicate statements 

Go paperless 

Update contact information

Request a copy of our Hurricane Supply Checklist

Request a copy of Form ADV