David Griffith is the Director of Tax and Retirement Planning at Holos Integrated Wealth. He joined Holos Integrated Wealth after 25 years of helping his clients with all of their financial needs under the umbrella of his own company.
As a CFP (Certified Financial Planner) and CPA (Certified Public Accountant), Dave’s focus is on interconnecting Holos Integrated Wealth’s financial planning, investment management, and tax consulting to make sure our clients receive a holistic view of their entire financial situation. He helps our clients make appropriate decisions that not only make sense today but with forethought to help their future generations.
Prior to joining Holos Integrated Wealth, Dave ran David P. Griffith, P.A. for 25 years as a fiduciary, Registered Investment Advisor, CFP, and CPA. He previously worked at Wilmington Trust and a local Wilmington, DE CPA firm where he worked on individual income taxes, fiduciary income taxes, and estate planning. Dave then joined Holos Integrated Wealth to merge his expertise with a strong team to give our clients the most comprehensive advice on the street.
In addition to serving clients of Holos Integrated Wealth, Dave continues to provide tax preparation independently through David P. Griffith, P.A. Dave also works closely with other CPAs and financial professionals to provide their clients with our holistic services while protecting client confidentiality and preserving the integrity of the existing client relationships. Dave has a particularly strong working relationship with Thomas J. Welde, CPA who operates his own practice within the same office that Holos Integrated Wealth and David P. Griffith, P.A. share.
In Dave’s free time, he enjoys running, biking, horseshoes, and tennis. Dave also enjoys traveling with his wife Audrey and visiting their two adult children.