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Graf Financial LLC (fee-only) Employee Directory

Financial ServicesLouisiana, United States2-10 Employees

Graf Financial LLC is an independent, fee-only investment management firm based in Baton Rouge, Louisiana. Its core offering centers on comprehensive financial planning and investment management for individuals, retirement plans, corporations, and trusts, underpinned by a fiduciary duty as a Registered Investment Advisor. The firm emphasizes a relationship-driven approach built on trust, integrity, knowledge, and clear communication, with a business model that does not involve selling products or earning commissions. The team comprises Certified Financial Planners who provide unbiased guidance and investment strategies aimed at helping clients achieve their financial goals.

As part of the financial services industry, Graf Financial positions itself as a fiduciary adviser that places clients’ interests first, delivering personalized financial planning and investment stewardship. The company operates from Baton Rouge and serves a client base that may include individuals and organizational entities seeking independent advice and fee-based guidance rather than product-centric solutions.

Find Graf Financial LLC (fee-only) employees' phone numbers or email addresses

Graf Financial LLC (fee-only) Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Graf Financial LLC (fee-only)'s Leadership

  • Stylized image of a person
    H. G.
    President
    Phone icon
    Mobile Phone

Graf Financial LLC (fee-only) Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Graf Financial LLC (fee-only)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. G.
    President
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Graf Financial LLC (fee-only) known for?

Minus sign iconPlus sign iconGraf Financial LLC (fee-only) was founded in 2010 operates in the Financial Services industry. Explore Graf Financial LLC (fee-only)'s company overview page for more information.

What is Graf Financial LLC (fee-only)'s most common email format?

Minus sign iconPlus sign iconGraf Financial LLC (fee-only) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Graf Financial LLC (fee-only) email formats with LeadIQ.

How many employees does Graf Financial LLC (fee-only) have currently?

Minus sign iconPlus sign iconGraf Financial LLC (fee-only) has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Graf Financial LLC (fee-only)'s key employees and leadership?

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As of July 2026, Graf Financial LLC (fee-only)'s key employees include:

  • President: H. G.

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