We treat every client like our only client.

Proactive and intentional financial planning tailored to a select number of families.

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Fiduciary Standard. Client Centric.

Groff Wealth Management began with a single intention: Build a financial planning practice dedicated to a select number of families looking for a long-term partner who is highly responsive, understands and anticipates their needs and who is deeply invested in their success.

Groff Wealth Management integrates all aspect of your financial life into one cohesive strategy. Our role is to filter out the noise, stay ahead of the changes, and bring clarity to how each development may impact your life and your retirement.

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Who We Help

“He is everything we want in an advisor: Proactive, communicative, thoughtful and smart”

“We couldn’t be more pleased with Kent as our Financial Planner. All of his advice through the years has been spot-on and has produced great outcomes. Kent keeps in touch with us regularly and has gone above and beyond by talking to our accountant, looking into retirement plan rules, and helping us navigate the Medicare enrollment process.

In addition to being an excellent advisor, Kent is just an incredible person- very kind and patient. We will never forget how much time he spent with us during the transition to retirement because we were nervous entering this phase in our lives. Kent was always there, reassuring us our plan works.

KG | SR - Financial Planning Clients, Maryland

A Clear Path Forward.

  1. Start with what matters most: We listen. No spreadsheets yet, just a conversation to understand your priorities, concerns, and the life you want in this next chapter.

  2. Create a clear personalized plan: We build a plan designed to provide clarity and confidence. Covering your goals, income, investments and taxes so you know where you stand.

  3. Put the plan into action: We help implement each step and coordinate the details, so you’re not left managing complex decisions on your own.

  4. Ongoing guidance as life changes: Retirement and life evolve over time. We stay by your side, proactively adjusting your plan as circumstances and needs change.

Our Approach
Winding road through hills illuminated by sunrise, symbolizing the clear financial path forward achieved through an introductory phone call.

Are you ready to see if you are on track?

It all starts with an introductory phone call.

  • Ask all of your questions

  • Learn how we can specifically help you

  • Decide if we’re a good fit

No sales pitch. No pressure. No obligation.

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