Jane Beule (BA, CFP®, MBA)

Jane Beule focuses in the
following client markets or areas of practice:

Business Owners

Entrepreneurs

ExPat and Cross Border Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

In 2001, having helped other businesses grow and thrive for many years, I decided I wanted to build one of my own. I love tech but longed to get back to working in finance. Griffin Black, Inc., the Registered Investment Advisor that I founded, joined a growing financial planning industry that adhered to fee-transparency and fiduciary client service. But in other ways, the approach we have taken to serving clients has always been uniquely our own:

- We serve clients of ALL AGES AND INCOMES, and not just older and wealthier ones. Our older and wealthier clients don’t mind taking advantage of our process efficiencies and reasonable fees.

- We strongly believe that financial planning is a PROCESS rather than a single event. Our clients, and the world they live in, are dynamic. A point-in-time financial plan is obsolete almost as soon as it is written.

- A great plan that isn’t IMPLEMENTED is worthless. We therefore focus as much effort on helping busy clients get things done as we do on helping them understand what they should and want to do in the first place. We define our clients’ success in terms of real progress toward their goals, and not just on the delivery of a plan.

- INVESTING is important, but it is only one of several financial disciplines than matter to our clients. For many clients, investing is not the most important thing we do.

Thanks to our clients, we have grown our client base and revenue every year since our founding.

This is particularly true for small business owners and professionals who are pulled in many directions at once financially. A simple investment plan is seldom sufficient for such people. Individuals with complex financial lives are best served by multi-faceted and truly integrated financial plans in which the risks inherent in investment markets can be (at least partially) offset by other elements of the plan.

Additional Information

Over the years I have worked on Wall Street and I have worked in tech, but it is my current job that I find most fulfilling. Griffin Black, the company I founded in 2001, is a Registered Investment Advisor. We bring together a love of finance and passion for leveraging technology to help individuals and families make the most of their money and live the kind of lives that they envision.

Delivering great financial advice and service, however, requires more than good tools and technical expertise. It takes a real understanding of each individual client’s values, personality, and long-term goals. This human element is what distinguishes a great advisor from the pack, and what enables the creation of a personal financial strategy that has the potential to be implementable and fulfilling, as well as financially sound.

Are you hesitant to talk to a human advisor because you think it will be too expensive? (Hint: it needn’t be.) Are you looking for financial support and advice that is truly you-centric? Are you overwhelmed and confused by all of the automated financial tools and investment choices that are being pitched to you these days? If so, we’d be happy to hear from you.