Bigger isn’t always better.
Providing world-class service takes time.
Which is exactly why we limit
the number of clients we serve.
Graff Financial is a boutique financial services firm, providing investment management and comprehensive financial planning for a select group of clients. We’re intentionally small, so that we can build life-long relationships with our clients that not only allow us to offer better service, but that enrich our lives as well.
What We Believe
We believe the best advice is completely objective and aligned with your best interest, without any potential conflicts of interests. To ensure this Graff Financial is a completely independent, fee-only registered investment advisory firm.
We believe that good investment and financial advice requires disciplined processes and periodic review. To ensure this Graff Financial uses nationally-recognized best practices in helping you manage your investments and financial plan. We prefer to meet with you in-person no less than once a year for a comprehensive financial review to report on the progress towards your goals. That way, you can spend the other 364 days of the year doing the things you enjoy most.
We believe that you are unique, and we take the time necessary to listen to and understand your specific goals and concerns. We then customize your plan and our services to meet your needs. As your needs and wants change over time we’ll help steer you on the best course. We’re also available anytime you happen to need us.
Background
Our founder, Jeremy Graff, has over 25 years of consulting experience with individual
and institutional investors. Prior to starting Graff Financial, he co-founded a privately
held investment advisory firm and served as the firm’s Director of Financial Planning.
Before that, Jeremy was a member of the Senior Consulting Group at RBC Dain
Rauscher, which represented the firm’s leading investment consultants.
Jeremy is a strong believer in ongoing training and accreditation. He attained his Certified Investment Management Analyst™ designation through the Wharton School at the University of Pennsylvania, his Certified Financial Planner™ through the College of Financial Planning, and his Accredited Fiduciary™ designation through the Center for Fiduciary Studies.
» Learn more about the CIMA™ designation (www.imca.org)
» Learn more about the CFP™ designation (www.cfp.net)
Jeremy is also active in his community and currently serves on the board of the Washburn High School Foundation and volunteers for his church’s inner city ministry. He was also named Big Brother of the Year in 2007 by Big Brothers Big Sisters of the Greater Twin Cities.
Jeremy lives in south Minneapolis with his wife and three children.