Stephanie Griebel
CFP®
Davis Wealth Advisors
Sr. Financial Planner
Stephanie Griebel
CFP®
Davis Wealth Advisors
Sr. Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stephanie Griebel, CFP®
Fee-Only financial planner located in Salem, NH, serving clients locally and across the country
Stephanie Griebel is a Salem, NH fee-only financial planner. Davis Wealth Advisors provides comprehensive financial planning and integrated wealth management to help executives and entrepreneurs organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Stephanie Griebel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Stephanie Griebel, CFP® is a Wealth Advisor at Davis Wealth Advisors.
Do you believe in happy accidents and hard work? After graduating from Northeastern, I got my start in the financial world on the foreign exchange trading floor of State Street Bank. After several years of currency trading and portfolio management with State Street Bank, State Street Associates, and Wellington Management, I felt very disconnected from my work. I enjoyed finance, the fast-paced nature and excitement of the trading floor, and the intellectual challenge of managing portfolios of currencies, but I wasn’t sure it was my purpose. I didn’t feel a sense of satisfaction as I moved hundreds of millions of dollars (and euros, francs, and yen, etc) around on a daily basis. In search of my purpose, I went to photography school at night and began shooting portraits and weddings on the weekends. In early 2008, with my photography certification in place and every weekend for the foreseeable future booked with weddings, I took a leap of faith, opened my own photography business, and resigned from my “day” job.
About 2 weeks into my new career, an old boss and mentor of mine called. She explained that she was starting a financial planning firm with a friend of hers and she was wondering if I could work part-time for them during the week. I thought, “Sure, weddings don’t happen during the week, and I’ve got some time…but what’s financial planning?!” She believed I was smart enough to figure it out and perhaps she knew me better than I knew myself. Man oh man, was she right! Once I had the administrative parts of the business down, I learned that I love the personal side of finance. And that was my happy accident.
I fell into a career I love that I was lucky enough to learn from the ground up. Over the last 14 years, I’ve had the privilege of building two successful financial planning firms, Artemis Financial Advisors and Paladin Advisors. Most recently I was an advisor at Resolute Financial, which allowed me to continue to build my financial planning skills and incorporate financial life planning. I’m delighted to be part of the DWA team that believes in transparency, doing what’s best always for the client and incorporating clients’ values into the wealth management process. Connecting with clients is one of my greatest joys and I’ve found my purpose.
When I’m not working, I enjoy raising my two rambunctious sons with my husband, Ian. I’m passionate about education – client and my own. To that end, I co-lead the NH Study Group of NAPFA for financial advisors and helped found Wealth of Wisdom, a charitable organization dedicated to grassroots financial education and empowerment.
Stephanie Griebel is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Are you looking for an advisor who can help you make decisions today with confidence, knowing that spending today won’t mean saying no to something more important down the road?
Do you want someone who can keep you on track to meet your financial goals and free up your most precious resource, TIME, to spend it on what matters most to you?
We will act as your personal CFO. Our financial life planning process will help you organize your financial life, clarify your personal and your family’s goals, and create a plan to achieve your dreams. As new opportunities come up, we will be your thinking partner to model decisions so you can move forward with confidence. We believe your spending and investing should be aligned with your values, and will help you develop a strategy you are excited about. We look at the big picture, advising on everything from tax planning and investment management to charitable giving. If you are a business owner, we understand that your business is probably your biggest and best investment. We will work with you to understand your long-term strategy, whether it be to generate income, transition leadership to the next generation, or sell to achieve your dreams.
We are a fee-only financial life planning firm and charge a flat fee based on the complexity of the services we are providing to you. What does this mean to you? It means you pay us for the advice we give you and the services we provide, not as a percent of the wealth you have accumulated. Call today to schedule a “Get Acquainted” meeting and see if we can help you create clarity and peace of mind around your financial life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Stephanie Griebel is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Stephanie Griebel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Stephanie Griebel is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Stephanie Griebel is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
Contact Stephanie Griebel
Office Locations:
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12 Stiles Road
Suite 203
Salem, NH 03079
