Grigg Financial Group (GFG) is a San Diego-based certified public accounting firm specializing in wealth management, tax preparation, and consulting for individuals and businesses.

Who Our CPA Firm Typically Works With

GFG partners with households and businesses who want to build wealth in a tax-efficient manner while minimizing risk. Our clients come from a variety of backgrounds, but they share something in common: they work hard, plan ahead, and want a trusted CPA for guidance.

Established Investors: Households with $200K+ in income who are actively investing in the markets, and who want to increase their portfolios or diversify into different asset classes.

Business Owners: Businesses that generate at least $200k of gross income each year.

Real Estate Investors: Households with rental properties who also invest (or want to invest) in the markets.

Veterans: Military families with $200K+ in household income or a side business, who invest or want to invest in the markets.

Medical Professionals: Medical practice owners, physicians, dentists and other healthcare providers who’ve built a side business.

Student-Athletes NIL Deals: Student-athletes looking for guidance from contract review to tax planning to building a foundation for long-term wealth.

Families Planning Ahead: Households looking for guidance on both short-term financial goals and long-term wealth planning.

A Portfolio of $100K, or approaching that mark, is a good general fit for working together.

With clients all around the world, we have fully embraced the virtual office. We enjoy working with clients via video conferencing and we have received positive feedback from our clients. However, we offer in-person meetings but by appointment only. If you would like an in-person meeting, please let us know.

Get in touch with us to set up a consultation, or use the contact form, to the right or below, to inquire whether our services are right for you.