Osaic Wealth
47yrs
Top advisor by experience in Naperville
35yrs
Based in Naperville, Illinois, Michael McGriff is a fiduciary financial advisor with 35 years of industry experience. Michael joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and two years at Valic Financial Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 550 advisors with offices in Naperville, and one of 511 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 1% by experience at Strategic Advisers
OfficeNaperville, IL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2012 – 2018Strategic Advisers LLCPreviously
- Aug 2010 – May 2012Valic Financial Advisors, Inc.Previously
- 2005 – 2008
- Nov 2004 – Apr 2005Tiaa-Cref Trust Company, FSBPreviously
- Oct 2003 – Nov 2004Lasalle Financial Services, Inc.Previously
- Apr 2001 – Feb 2003DWS Investment Management Americas, Inc.Previously
Contact Michael
(617) 563-7000Firm headquarters in Boston, MA. Ask for Michael. Naperville, ILOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Strategic Advisers at (617) 563-7000 and ask for Michael McGriff. Michael works from the Naperville, IL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1991, about 35 years. Top 1% by experience at Strategic Advisers.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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