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Specialties
Travis Griffin is a Retirement Income Certified Professional® (RICP®) who brings a thoughtful, personalized approach to wealth management, investment strategy, and insurance planning.
His passion lies in helping clients potentially maximize their retirement income by focusing on the process, not just the product. Travis believes that getting your financial swing right is key before you’re fitted for the right financial tools. Through his unique “financial tee box” process, he works closely with individuals and families to ensure their strategies are customized, purposeful, and built for long-term success. With a deep understanding of the financial services industry, Travis continually studies evolving strategies to provide tailored solutions that align with each client's goals and values. His holistic approach combines experience with genuine care, giving clients confidence as they navigate life’s financial journey. When he’s not crafting retirement roadmaps, you’ll find Travis on the golf course, out on the water with a fishing rod in hand, or spending quality time with his wife, Argelia, and their two sons, Austin and Ethan.
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Always free for clients.
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harmony Wealth Group LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.