With experience and success come media inquiries, appearances and the ability to make a difference in the community. Find out what we have been talking about, who has been talking about us and what we expect to be doing next.

IN THE NEWS

Succession Planning: Baby Boomers Need an Exit Strategy

Tuesday, September 11, 2018

(ColumbusCEO) Baby boomers have never done anything in a small way and that will be the case again when they sell their businesses in the coming years. As much as $10 trillion of small business wealth could be transferred over the next 10 years by the same people who once made hula hoops all the rage, blue jeans an everyday fashion choice and dramatic social change a way of life.

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The stock market was up, then it’s down, so what now?

Wednesday, March 28, 2018

Wall Street seems to have rallied pretty quickly from the market correction earlier this year, and –  Wait, never mind. The market’s down again.

“The short-term corrections are more an emotional issue than a strategic issue,” Guth said. “The nature of markets is cyclical. We know the markets are going to go up and down.”

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How to help business owners plan for retirement

Thursday, September 7, 2017

Want to help business owners plan for retirement?  In addition to financial expertise, you’ll need plenty of time, patience and empathy, says Joel Guth, president of Gryphon Financial Partners in Columbus, Ohio.  “Most owners think of their business as their bonus child,” Guth says. “They have spent 60 to 80 hours a week with their business for decades. Retirement planning is obviously about the financial aspect, but the emotional element for business owners can also be huge. For many, it’s like selling their baby.”

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Columbus Financial Firm Splits with National Partner to Free Up Decision Making, Get Deals Done Faster

Friday, July 7, 2017

A Columbus financial planning firm has ended its relationship with Hightower Advisors, a move its founder says will expand its services allow it to grow.

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HighTower Loses $3B Advisers, Gains High-profile Executives

Thursday, July 6, 2017

Two large RIAs managing nearly $3 billion have cut ties with HighTower Advisors, but the Chicago-based RIA mitigated the losses by adding several high-profile executives.

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2017 Top Advisor Rankings: Ohio

Monday, March 6, 2017

Congrats to Joel Guth and the entire Gryphon Financial Partners team on being named to the Barron’s top Advisor list

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Mission Essential Acquires IMT Corporation

Friday, August 5, 2016

Congratulations to the Mission Essential team on the acquisition of IMT Corporation. It was a great experience for me to be involved with the owner and executive team as they walked through the acquisition process and analysis. As a board member, I am excited to be a small part of the growth process as MEP adds strategic business lines and services to continue making the experience of our war fighters as good as possible.

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Michael Solik, Investment Research Associate at Gryphon Financial Partners

Friday, February 5, 2016

Michael is responsible for analyzing various investment opportunities as well as client reporting, updating model portfolios, constructing market commentary and preparing client presentations

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Finding Their Better: Three More Clients Garner Awards

Thursday, December 10, 2015

This client’s new marketing identity took root in a freshly imagined site based on its corporate values and its clients’ aspirations.

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Cincinnati investment adviser joins Columbus firm to open local office

Thursday, October 1, 2015

A Cincinnati investment adviser has joined a Columbus-based wealth management firm to open its first Cincinnati office. Tom Regan left Lenox Wealth Management, where he managed $250 million in client assets, about a year ago. After searching for the right fit for his next gig and talking to about 15 different firms, Regan opted to join Joel Guth and his Gryphon Financial Partners.

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HighTower’s Gryphon Financial Partners Adds Two Advisors, Surpasses $1 Billion in Client Assets

Tuesday, September 29, 2015

Two new advisors have joined Gryphon Financial Partners at HighTower, bringing $350 million in client assets to the Columbus, Ohio-based team and completing HighTower’s eleventh transition this year. Jeffrey R. Lagusch, Director, Wealth Management transitioned $100 million from Morgan Stanley. He joined with Client Relationship Associate Emily Hipp in August. Tom Regan, previously of Lenox Wealth Management, started with Client Relationship Associate Traci Nickels on September 25, bringing $250 million in assets to the HighTower platform. Gryphon Financial Partners now manages a total of more than $1.1 billion in assets.

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Amid Alibaba fever, reasons for caution in IPO market

Tuesday, September 8, 2015

(Reuters) – The highly anticipated debut of Alibaba Group Holding Ltd, the Chinese e-commerce group, will come amid the busiest year for initial public offerings since the technology bubble burst in 2000. Alibaba’s IPO, which could come as soon as Sept. 19, could raise more than $21 billion…

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People on the Move: Jeffrey Lagusch

Tuesday, September 8, 2015

After almost 20 years in the financial services industry, Jeffrey R. Lagusch, CFP is joining Gryphon Financial Partners as a Director, Wealth Management. Jeff’s duties include Investment Management, Retirement Planning, Risk Management and Estate Planning.

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HighTower Gives Advisors Envestnet Retirement Tool

Wednesday, December 3, 2014

Wealth management provider HighTower said Wednesday that it added Envestnet Retirement Solutions to its technology platform, giving its independent advisor partners a new tool for growing their retirement business. “The rapidly changing regulatory landscape requires advisors to pay close attention to the…

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UPCOMING EVENTS

 

Thursday, October 11, 2018

 

Celebrate the accomplishments of Central Ohio family businesses at The Conway Center for Family Business 20th Annual Family Business Awards & Expo! RSVP required through jroseberry@gryphonfp.com and at 614-929-2880.
Location:
Hilton Easton
3900 Chagrin Dr
Columbus, OH 43219
Date/Time Information:
Wednesday, November 14, 2018
Awards: 12:00 pm – 1:30 pm
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