- davidggraham@msn.com
- 757-710-2266
- 12146 Hadley St Parker
About Us
History
Graham Financial Services helps successful, client-focused financial advisors, CPAs, attorneys, and trust officers solve their clients’ estate, legacy, and extended care challenges.
We recognize that each investor’s situation is unique, and we work with our partners to design customized solutions to those challenges. Our guiding principles include working with integrity and honoring our partnerships, while always striving to enhance the financial well-being of the client and their family.
DAVE GRAHAM
JD, MBA (finance), LLM (taxation)
Dave has over 25 years experience in advanced planning situations including Estate Planning with Estate Tax Mitigation, life insurance liquidity funding, Business Planning for Executive Compensation & Succession Planning, and Trust and Asset Protection Planning. His extensive personal experience includes:
- Conducting client meetings with high net worth individuals and with clients’ other advisors, including estate planning attorneys, CPAs and trust officers.
- Developing analysis, presentations and computer-generated illustrations.
- Assisting with product selection.
- Providing competition expertise, when needed.
Dave graduated from the University of Denver Business, Law and Tax Schools and is a member of the Colorado Bar. He holds a CLU and ChFC designation from The American College.
Trusted
Clients
Finished
Projects
Years of
Experience
Visited
Conferences
what we do
Creating Your Startup Business
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Accounting & Finance
A great corporate strategy combines five elements: a bold yet realistic ambition, a carefully considered portfolio.
Management Skills
A great corporate strategy combines five elements: a bold yet realistic ambition, a carefully considered portfolio.
Business Planning
A great corporate strategy combines five elements: a bold yet realistic ambition, a carefully considered portfolio.
main principles
Global Reach with Local Understanding
In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new.
marketing analysis
finance strategy
business innovation
testimonials
What People Say About Us
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
client of company
our team
Our Skilled Leaders
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Monica Black
chief communication officer
Peter Perish
chief business project
Olivia Woodson
international consultant