Greig, Kevin P

The firm provides advisory services to individuals, trusts, pension plan accounts, and retirement plan trustees. Rather than directly managing client assets, the firm assists clients in selecting and contracting with third‑party investment advisers and maintains an oversight role.

Services are provided on a non‑discretionary basis: the adviser evaluates client circumstances, recommends appropriate third‑party managers, monitors their performance, and reviews accounts at least quarterly. The brochure discloses that the firm receives a portion of the advisory fees paid to those third‑party managers and maintains written solicitor/fee‑sharing arrangements, including potential bonus payments or expense reimbursements from certain managers.

The firm combines advisory referral work with an active accounting practice—accounting, tax planning, and tax preparation comprise roughly 30% of the principal’s time—so clients may receive both financial planning and accounting services from the same professional. Unlike many peers, the firm does not execute or supervise day‑to‑day investment management, does not vote client proxies, and relies on custodians and third‑party managers to deliver account statements and handle fee deductions.