LPL Financial has welcomed financial advisor Matt Griggs, AAMS, CRPC, of Griggs Investment Group to its broker-dealer and Registered Investment Advisor platforms.
Griggs reported serving approximately $160 million in advisory, brokerage, and retirement plan assets and joins LPL from Edward Jones.
Based in Eufaula, Alabama, Griggs works with individuals and families across multiple generations. His client base includes members of the agricultural community as well as government employees navigating workplace retirement plan distributions.
His practice also includes multigenerational relationships in which he has continued working with the children of longtime clients. Griggs is supported by Client Service Associate Cheryl Pitts.
Griggs has built his advisory approach around developing a detailed understanding of each client’s financial background, goals, and relationship with money. He typically meets with clients quarterly and emphasizes financial education, accessibility, and straightforward discussions about financial planning.
Financial literacy is also a significant part of his work in the local community. Griggs volunteers his time to speak with young people about topics including saving and investing.
He also gives presentations at senior centers, churches, and other community organizations focused on financial scams and helping individuals recognize potential fraud.
Griggs said he chose LPL for the independence and flexibility the platform offers, particularly the ability to shape his practice and pricing around the needs of existing clients.
He plans to focus on strengthening current relationships and growing Griggs Investment Group organically rather than pursuing growth solely for scale.
LPL Financial Chief Growth Officer Marc Cohen said Griggs’ relationship-focused approach aligns with the firm’s broader emphasis on supporting advisors with resources and flexibility while allowing them to design practices around their clients.
The move gives Griggs access to LPL’s broker-dealer and RIA infrastructure as he continues building his advisory business in Alabama and serving clients across multiple generations and professional backgrounds.
KEY QUOTES:
“Clients are never just an account number to me. There’s a person, a family and a story behind every relationship. I want to understand where clients come from, how they think about money and what they want their lives to look like. From there, my role is to make the financial side easier to understand. Ultimately, I want clients to be able to leave the stress about money at the door.”
Matt Griggs, Financial Advisor At Griggs Investment Group
“This move is about having the freedom to build a better business for my clients. This next chapter gives me greater flexibility to make decisions based on what I believe is right for the people I serve. My goal isn’t simply to build a bigger practice. It’s to build a better one, where I can stay focused on clients, continue strengthening those relationships and grow organically by doing good work for them.”
Matt Griggs, Financial Advisor At Griggs Investment Group
“Matt has built his practice around a simple but powerful idea: truly knowing the people he serves. His focus on understanding each client’s story, making financial concepts approachable and helping people feel more confident about their financial lives reflects the kind of relationship-driven advice we’re proud to support at LPL. We’re pleased to welcome Matt to LPL and look forward to giving him the flexibility and resources to build the practice he envisions while continuing to put clients at the center of his business.”
Marc Cohen, Chief Growth Officer At LPL Financial
