G
Groff Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Groff Wealth Management is a fee-only registered investment adviser formed in November 2025 and registered in 2026. It offers combined wealth management services—investment management together with financial planning—primarily for individuals and high-net-worth clients, generally charging a percentage-of-assets fee and maintaining a stated $1,000,000 account minimum (subject to case-by-case reductions).
The firm’s investment approach emphasizes asset allocation informed by Modern Portfolio Theory and combines passive and active strategies across stocks, bonds, mutual funds, and ETFs, with discretionary authority to implement portfolios consistent with client objectives and restrictions. When appropriate, Groff uses Outside Managers and has a sub-advisory relationship with 55ip to implement model ETF/mutual-fund portfolios and to provide tax-loss harvesting, and it describes a formal review process for those external solutions.
What is distinctive is the firm’s explicit focus on selecting and monitoring other advisers—a practice the brochure notes and that is statistically uncommon among peers—describing due diligence that includes evaluating managers’ holdings, concentrations, leverage, performance, and compliance/operational infrastructure. The firm is newly registered with no assets under management as of December 12, 2025, operates with a single principal/CCO, and relies on an institutional custodian platform that supplies research and operational support, which shapes its sourcing of outside managers and client reporting.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Tax-loss harvesting
Business ownership considerations
Cash flow / budgeting
General estate planning guidance
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.70% $6,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.35%
Account minimum: $1,000,000 Fee-only: Fee-only firm; compensation solely from clients' fees; no commissions or sales-related compensation.
Main office location
Groff Wealth Management
201 International Circle, Suite 230
Hunt Valley MD 21030, United States
Number of offices
2
Most active in
Groff Wealth Management has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")