Rockland, DE Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Grey Fox Wealth Advisors, LLC
Team
Firm-wide stats for Grey Fox Wealth Advisors, LLC
About
Grey Fox Wealth Advisors is a Delaware-registered advisory firm that serves individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team oversees roughly $699 million in client assets and offers discretionary investment management, comprehensive financial planning, and retirement plan/pension consulting services.
The firm constructs customized model portfolios that lean on low-cost mutual funds and ETFs, informed by academic, fundamental, and technical analysis, while retaining the ability to use individual securities and alternatives when appropriate. Grey Fox Wealth provides ongoing portfolio monitoring, may advise on held-away assets through custodial aggregation, and typically charges percentage-of-AUM fees for managed accounts.
Grey Fox Wealth is notable for several affiliations and operating practices the firm discloses as potential conflicts: it is affiliated with Grey Fox Capital, LLC (the managing member of a Delaware Opportunity Zone fund, currently inactive) and with Grey Fox Tax Advisors, LLC (an accounting/tax practice to which the firm may refer clients and, in some cases, subsidize fees). The firm also discloses a promoter/referral arrangement subject to Marketing Rule oversight and includes employee-delivered financial wellness and participant-education programs for retirement plans.
Based on Grey Fox Wealth Advisors, LLC
Location
100 South Rockland Falls Road
Rockland DE 19732
Advisors at this office
9
Advisors at this office
Ryan B
Series 65
Rockland, DE
Grey Fox Wealth Advisors, LLC
Ryan Bonner is a financial advisor at Grey Fox Wealth Advisors, LLC, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Johnson & Johnson, Villanova University, and PricewaterhouseCoopers, LLP. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in assets and provides discretionary investment management, comprehensive financial planning, and retirement plan consulting, using customized portfolios that incorporate low-cost mutual funds, ETFs, individual securities, and alternatives based on multiple analysis methods.
Theodore L
Series 65
Rockland, DE
Grey Fox Wealth Advisors, LLC
Theodore Lauzen is a financial advisor at Grey Fox Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs and Nimbly, LLC. Lauzen served in the United States Marine Corps for ten years before transitioning to the financial sector. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension advisory services. The firm uses a model-based, customized investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.
Kevin D
Series 65
Rockland, DE
Grey Fox Wealth Advisors, LLC
Kevin Dombrowski is a Series 65-licensed advisor at Grey Fox Wealth Advisors, LLC with eight years of industry experience. He previously worked at Morningstar, Inc. and MainLine Private Wealth, LLC before joining Grey Fox Wealth Advisors in 2020. Outside of advisory services, he is a Partner at Grey Fox Capital, LLC, a private equity firm focused on Opportunity Zone investments. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension consulting. The firm employs a model-based, academic investment approach using low-cost mutual funds and ETFs, with flexibility for customized allocations and alternative investments.
Aidan N
Series 65
Rockland, DE
Grey Fox Wealth Advisors, LLC
Aidan Neuberger is a financial advisor at Grey Fox Wealth Advisors, LLC in Rockland, Delaware. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at Bryn Mawr Trust and has been affiliated with the University of Delaware since 2022. Grey Fox Wealth Advisors serves individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in client assets through a multidisciplinary team that employs customized model portfolios using low-cost mutual funds and ETFs, supported by academic, fundamental, and technical analysis.
Bryce C
Series 65
Rockland, DE
Grey Fox Wealth Advisors, LLC
Bryce Cleveland is a financial advisor at Grey Fox Wealth Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Grey Fox Wealth Advisors, he worked at KPMG LLP and has been the owner of Cleveland & Company, a CPA and accounting practice, since 2022. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a model-based, customized investment approach that integrates fundamental and technical analysis to create diversified portfolios tailored to client objectives and risk tolerance.
Daniel M
Series 65
Rockland, DE
Grey Fox Wealth Advisors, LLC
Daniel Mc Glinn is a financial advisor at Grey Fox Wealth Advisors, LLC with one year of industry experience and holds a Series 65 credential. Prior to joining Grey Fox Wealth Advisors in 2025, he worked at Outerlands Capital, Horizen Labs, and FirstWatch, among other roles. He is the founder and operator of FirstWatch Crypto, LLC, which manages an investment fund focused on liquid digital assets. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in client assets, offering discretionary investment management, comprehensive financial planning, and retirement plan consulting with customized model portfolios using low-cost funds, individual securities, and alternatives.
Hans L
Series 65
Rockland, DE
Grey Fox Wealth Advisors, LLC
Hans Lauzen is a financial advisor with Grey Fox Wealth Advisors, LLC and holds a Series 65 designation. He has two years of industry experience and has served in the United States Navy since 2011. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.
Theodore P
CFA®, Series 63, Series 65
Rockland, DE
Grey Fox Wealth Advisors, LLC
Theodore Poppe is a CFA® charterholder with 10 years of industry experience. He is currently with Grey Fox Wealth Advisors, LLC and has previously worked at Orion Portfolio Solutions, Brinker Capital, BrightHouse Securities, and MetLife Securities. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach combining fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.
Hannah M
Series 65, Series 66
Rockland, DE
Grey Fox Wealth Advisors, LLC
Hannah Marin is a financial advisor at Grey Fox Wealth Advisors, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Grey Fox Wealth Advisors, she worked at The Vanguard Group and held roles at Athleta and Tristate Financial Advisors. Marin also served in the Army National Guard from 2016 to 2022. Grey Fox Wealth Advisors is a Delaware-registered firm that serves individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages approximately $699 million in client assets, offering discretionary investment management, financial planning, and retirement plan consulting with customized portfolios focused on low-cost mutual funds and ETFs.
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