Griffiths, Dreher & Evans, P.S., CPAs logo

Griffiths, Dreher & Evans, P.S., CPAs

Updated today

Client assets under management

$311,378,205

Clients

915

8% high-net worth

Advisors

9

of 25 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

102

High

Average account size

$340,304

About

Griffiths, Dreher & Evans, P.S., CPAs is an SEC‑registered investment adviser that serves individuals, high‑net‑worth clients, business owners and retired entrepreneurs, providing discretionary investment management as well as accounting, business valuation and business‑sales advisory services. The firm operates as a combined CPA practice and registered adviser and manages client assets on a fee‑only, discretionary basis.

The firm frames client relationships with a written Investment Plan and Investment Policy Statement, uses fundamental security analysis and asset‑class investing principles (including global diversification and modern portfolio theory), and implements portfolios primarily through mutual funds and ETFs. Advisors monitor portfolios continuously, hold regular review meetings, prepare quarterly performance reports, and use portfolio‑allocation software to design and transition allocations.

What is distinctive about the firm is its dual role as a licensed public accounting firm and registered investment adviser: most principals and a majority of investment representatives are CPAs, and accounting work occupies about half of the advisers’ professional time. Because of that affiliation, the firm emphasizes coordinated management of business and personal financial affairs for owner‑clients, discloses potential conflicts where accounting and advisory services overlap, and accepts engagements only when it believes it can act as a fiduciary.

Client services

Portfolio management Pension consulting

Expertise

Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.50% annually

Other

Fee-only: Fee-only advisor with no commissions or other compensation; fees are paid directly by clients

Main office location

Griffiths, Dreher & Evans, P.S., CPAs

408 N Mullan Rd

Spokane WA 99206, United States

Number of offices

2

Most active in

Arizona · California · Idaho · Montana · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alec G

Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Alec Griffiths is a Series 65 licensed financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, where he has worked since 2017. He has four years of industry experience and previously worked for 24 Taps from 2014 to 2017. Outside of advising, he serves as a business manager at Griffiths, Dreher & Evans, a CPA firm. Griffiths, Dreher & Evans provides discretionary investment management and accounting services to individuals, business owners, trusts, and CPA clients. The firm integrates accounting and advisory services, managing over $232 million in discretionary assets while emphasizing global diversification and asset-class investing.

Wealth management Founder/Business Owner Retired
user avatar

James C

PFS™

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

James Coleman is a PFS™ credentialed advisor with 18 years of industry experience, currently serving at Griffiths, Dreher & Evans, P.S., CPAs since 2005. He is based in Spokane, WA. Outside of his advisory role, he is involved in a CPA firm practice. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management primarily to individuals, business owners, trusts, and CPA clients, alongside accounting, business valuation, and sales advisory services. The firm integrates accounting and investment advisory functions, managing over $232 million in discretionary assets with a focus on asset-class investing, global diversification, and portfolio efficiency.

Wealth management Founder/Business Owner Retired
user avatar

Cameron S

Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Cameron Scott is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, holding a Series 65 credential and five years of industry experience. He has been with the firm since 2017 and has prior work experience including roles at Five Mile Pizza and Spokane Airport Parking. Cameron also worked at Eastern Washington University for five years. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management and accounting services to individuals, business owners, trusts, and CPA clients. The firm manages over $230 million in discretionary assets, emphasizing asset-class investing, global diversification, and portfolio efficiency, while integrating accounting and advisory services through its CPA-led team.

Wealth management Founder/Business Owner Retired
user avatar

Brett S

PFS™, Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Brett Smith is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs in Spokane, WA, holding the PFS™ designation and Series 65 license. He has 15 years of industry experience and has been with the firm since 2006. Outside of his advisory role, he is also a practitioner at the CPA firm Griffiths, Dreher & Evans. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management to individuals, business owners, trusts, and CPA clientele, alongside accounting, business valuation, and business sales advisory services. The firm manages over $232 million in discretionary assets and integrates accounting with investment management, emphasizing asset-class investing, global diversification, and portfolio efficiency primarily through mutual funds and ETFs.

Wealth management Founder/Business Owner Retired
user avatar

Raymond E

Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Raymond Eichten is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Leffel, Otis & Warwick, PS and Stewart-Longhurst. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management and accounting services to individuals, business owners, trusts, and CPA clientele. The firm integrates accounting and advisory services, managing over $232 million in discretionary assets with a focus on asset-class investing, global diversification, and portfolio efficiency.

Wealth management Founder/Business Owner Retired
user avatar

Eric B

PFS™

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Eric Blazekovic is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs with six years of industry experience. He holds the PFS™ designation and has been with Griffiths, Dreher & Evans since 2017. Prior to that, he worked at MBD Creations, Inc. and Dollar Tree, and spent five years at Eastern Washington University. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management primarily to individuals, business owners, trusts, and CPA clientele, alongside accounting, business valuation, and sales advisory services. The firm integrates accounting and investment advisory services and emphasizes asset-class investing, global diversification, and portfolio efficiency while managing over $232 million in discretionary assets.

Wealth management Founder/Business Owner Retired
user avatar

Gregory K

Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Gregory Kelly is a Series 65-licensed financial advisor with Griffiths, Dreher & Evans, P.S., CPAs in Spokane, WA, where he has worked since 2017. He has eight years of industry experience, including prior roles at Davis Transport Inc and Northwest Farm Credit. Kelly also practices as a CPA within the firm. Griffiths, Dreher & Evans provides discretionary investment management and CPA services to individuals, business owners, trusts, and CPA clients. The firm integrates accounting and advisory services, managing over $232 million in assets with an approach focused on asset-class investing, global diversification, and portfolio efficiency.

Wealth management Founder/Business Owner Retired
user avatar

Todd E

PFS™, Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Todd Evans is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, holding the PFS™ designation and Series 65 license. He has 18 years of industry experience and has been with Griffiths, Dreher & Evans since 1997. Outside of investment advisory, he maintains a role as a practitioner at the firm, which is also a licensed CPA practice. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management and accounting services to individuals, business owners, trusts, and CPA clientele. The firm emphasizes asset-class investing with global diversification and integrates accounting and advisory services, serving a mix of individual and high-net-worth clients including retired entrepreneurs.

Wealth management Founder/Business Owner Retired
user avatar

Deanna D

PFS™, Series 65

Spokane, WA

Griffiths, Dreher & Evans, P.S., CPAs

Deanna Dreher is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs with 18 years of industry experience. She holds the PFS™ designation and Series 65 license and has been with the firm since 1999. Outside of her advisory role, she is involved in property management through ownership of APEX Property Management. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management and accounting services to individuals, business owners, trusts, and CPA clients. The firm integrates accounting and advisory services, managing over $232 million in discretionary assets with an emphasis on asset-class investing, global diversification, and portfolio efficiency.

Wealth management Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")