YoureFolio

Inquiries

1150 Washington Road, Suite 200

Washington, PA 15301

Being Prepared is Having Peace of Mind.

YoureFolio

Inquiries

1150 Washington Road, Suite 200

Washington, PA 15301

About Us

We knew that by putting our clients’ interests first, without compromise, we could build something truly significant.

W.E. Griffith & Associates, LLC, is a financial planning firm serving Washington County, PA and surrounding Pittsburgh communities.

We have years of experience serving people from all walks of like.  Each person comes to us because they know we are leaders in our profession, dedicated to excellence, and have the highest integrity.

The CFP Board’s Code of Ethics and Standards of Conduct reflects the commitment that all CFP® professionals make to high standards of competency and ethics.

The cornerstone of the Code of Ethics and Standards of Conduct is the duty to act as a fiduciary, in the best interest of the client, at all times when providing financial advice to a client.

We knew that by putting our clients’ interests first, without compromise, we could build something truly significant.

With that in mind, we set out to deliver financial solutions and advice to people who are retired or near retirement.  We built an experience that replaced confusion with delight, and uncertainty with control.

We’re aiming to provide you with the financial peace of mind that goes with it.  We envision a world where you can be confident of reaching your goals, whatever they may be.

Surprising Facts at a Glance

The numbers that matter, they shape everything we do.

40 Percentage of an average wage earner’s income after retiring that is replaced by Social Security. (Source: Social Security Administration)
70 Percentage of people over 65 that can expect to use some form of long-term care (Source: LongTermCare.gov)
40 Percentage of survey respondents in the 53 to 71-year-old age group that do not have a will or living trust.
 40 Approximate percentage of people who don’t have life insurance.

Who We Work With

We work with people who are retired or near retirement.  They want to get their affairs in order to protect their home and life savings from the high cost of long-term healthcare, final expenses, probate, and taxes.

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Our philosophy is to provide you with the highest level of service and expertise to help you make smart financial decisions that will ensure the continued growth and preservation of your family’s wealth.

We can help you protect your home and life savings from the high cost of long-term healthcare, final expenses, probate, and taxes.

Your most common questions answered in our easy to follow FAQ guide for existing and potential clients.

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