A complete list of active advisors currently associated with Grealish Investment Counseling LLC

Warmer can help you find a great advisor at Grealish Investment Counseling LLC or one who fits your needs even better.

Grealish Investment Counseling LLC provides investment counseling to individual clients, offering investment planning, portfolio construction and review, retirement cash flow planning, and supplemental financial advice. The firm states it does not provide comprehensive financial plans, fee-based asset management, or brokerage services and does not accept commissions from product sales. The firm favors a long-term, primarily passive “buy and hold” approach implemented with low-cost index funds and equivalent fixed-income funds, and it works with clients to create an Investment Policy Statement that documents objectives, risk tolerance, and acceptable securities. GIC emphasizes client involvement and final decision-making authority, does not accept trading discretion or custody of assets, and recommends at least annual plan renewal and rebalancing meetings while leaving implementation to the client. What is distinctive is that GIC does not offer portfolio management for individual accounts and does not use percentage‑of‑assets‑under‑management billing, instead providing project- and hourly‑based investment counseling — an uncommon combination among independent advisers. The brochure also reflects a very small, single‑advisor practice with a limited client roster, continuity of practice under a prior dba, and an explicit avoidance of custody, proxy voting, wrap-fee services, and sales-based compensation.

To learn more about the advisors currently working at Grealish Investment Counseling 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.