Brad Griffith, CPA, CFP®, CRPC®

Brad Griffith joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Brad brings over 10 years of experience in personal and business financial planning. In addition to helping clients achieve their financial goals, his passion is helping accumulators save/invest in a tax efficient manner and helping retirees create a tax efficient income strategy to minimize taxes. Brad finds great fulfillment getting to work directly with clients to build long-term relationships, actively listening, and designing a roadmap to accomplish clients’ financial goals and dreams.

Brad loves spending time with his wife Becky and 3 young boys. They are active members and volunteer at their church, Faith Life Church. In his free time, Brad enjoys basketball, cheering on The Ohio State Buckeyes, and spending time outdoors.

Education

• Bachelor of Science in Accounting – Liberty University
• Master of Science in Accounting – Liberty University

Community Involvement

• Faith Life Church, Member and Children’s Ministry Volunteer
• Central Ohio Basketball Official Association, Executive Committee

Ask Me About:

• Basketball Officiating
• My first job running a lawn care and landscaping business
• My favorite and underutilized tax planning ideas: Donor Advised Funds, Health Savings Accounts, Ohio SGO Tax Credit, Back Door Roths