Ed Griswold manages a progressive financial planning practice that assists private, non-profit, and business clients in pursuing their goals. He focuses on comprehensive investment planning methodologies that include tax efficient, wealth accumulation and wealth management, time-released retirement distribution strategies that seek to preserve estate assets, efficient wealth transfer as well as employee benefits and effective business succession strategies.
As President, a voluntary position Ed holds on the College Foundation at Delhi, Inc., he uses his skills and experience to help fund scholarships and program initiatives for the SUNY Delhi students and staff.
Ed holds a Bachelors and Master’s Degree from the University of Bridgeport and advanced studies in public school administration from Southern Connecticut University. Although he is a resident of Delhi, NY., he apportions his time between his IFP office in Brewster, NY and Delhi.