Grigg Financial, LLC

Ryan Brady is a financial advisor at Grigg Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Grigg Financial, he worked at the Securities and Exchange Commission and has held academic positions at Anne Arundel Community College, the United States Naval Academy, and the University of Maryland Baltimore County. Grigg Financial provides financial planning and discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm implements client strategies primarily through model portfolios and sub-advisers, with an investment approach that includes equities, fixed income, mutual funds, ETFs, derivatives, structured products, and privately offered Delaware Statutory Trusts.

Brian Grigg is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with nine years of experience. He is the sole advisor at Grigg Financial, LLC, where he has worked since 2016. In addition to his advisory role, he operates as an independent insurance agent offering fixed annuities, life insurance, and long-term care products. Grigg Financial provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes model portfolios and third-party advisers to implement client strategies, offering a range of investment options including equities, fixed income, mutual funds, ETFs, derivatives, structured products, and privately offered Delaware Statutory Trusts.