Advisor at AWH Financial, LLC
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Firm
AWH Financial, LLC
Location
Bala Cynwyd, PA 19004
Credentials
PFS™
Industry experience
< 1 year
Michelle Graham is a PFS™ credentialed advisor with AWH Financial, LLC, where she has worked since 2025. She is also the owner and director of Michelle Graham CPA LLC, a CPA firm she has operated since 2015. AWH Financial, LLC is an SEC-registered investment adviser that acts exclusively as a solicitor for third-party advisers, referring clients to Equitable Advisors after due diligence. The firm does not provide investment advice or manage assets directly.
One Belmont Avenue, Suite 1000
Bala Cynwyd, PA 19004
Texas
AWH Financial, LLC
2025 - Present (1 year)
Michelle Graham CPA LLC
2015 - Present (11 years)
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Is active or affiliated with:
Lawyer
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Earndex, LLC
I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
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