Westminster Financial Advisory
47yrs
Top advisor by experience in Beavercreek
8yrs
Daniel Griffith is a fiduciary financial advisor in Beavercreek, Ohio, with 8 years in the industry. After five years at FSC Securities, Daniel joined Osaic Wealth in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
One of 148 advisors with offices in Beavercreek, and one of 137 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office2149 North Fairfield Road Suite# B, Beavercreek, OH 45431
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2018 – 2023FSC Securities CorporationPreviously
Contact Daniel
2149 North Fairfield Road Suite# BBeavercreek, OH 45431Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call Osaic Wealth at (800) 821-5100 and ask for Daniel Griffith. Daniel works from the Beavercreek, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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