Daniel E. Griffith, CFP®

Financial Planner

Daniel is a Financial Planner specializing in comprehensive financial planning and is committed to providing the firm's clients with the practical and unbiased financial strategies necessary to help achieve their goals. Daniel holds a B.S. in Business (Financial Services) from Wright State University. Daniel is also a CERTIFIED FINANCIAL PLANNER™ professional.

Daniel holds these licenses:

  • Ohio Life, Accident and Health Insurance
  • Series 7 (General Securities Representative) 
  • Series 66 (Uniform Combined State Law)

Born and raised in Beavercreek, Ohio, Daniel likes to stay active by playing various sports and visiting the gym. 

Phone 937.431.8010
Fax 937.431.8020