A complete list of active advisors currently associated with Graystone Advisor, LLC

Warmer can help you find a great advisor at Graystone Advisor, LLC or one who fits your needs even better.

Graystone Advisor is a state‑registered, single‑advisor investment adviser that provides comprehensive financial planning and discretionary portfolio management primarily to individual clients, including high‑net‑worth individuals. Services described in the brochure include retirement and estate planning, tax and risk‑management reviews, investment analysis, and implementation through outside managers and SEI’s platform. The firm combines passive and active management approaches and employs fundamental, technical, and cyclical analysis when constructing portfolios, with asset allocation frequently implemented via SEI models or other third‑party managers on a discretionary basis. Client relationships are built around individualized investment policy statements, ongoing monitoring, and at least annual reviews of financial plans and accounts. Compared with many solo independent advisers, the firm’s brochure highlights an active marketing and education program that includes public seminars, paid speaking engagements, and the use of third‑party ratings and client testimonials in its outreach. The principal holds the CFP® designation, and the firm’s pricing approach does not rely on a traditional percentage‑of‑assets under management model.

To learn more about the advisors currently working at Graystone Advisor, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.