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Understanding the Graystone Difference


The opportunity to make a measurable difference in the lives of our clients and their families is the driving force behind Graystone Partners. Helping bring simplicity to the complex, anticipating and removing obstacles in your path, and providing clear, objective guidance from an independent perspective is what motivates our team each day.

High fiduciary standard

Many professional advisors, including accountants, attorneys, stockbrokers or insurance agents focus on a narrow slice of your financial life. As a CERTIFIED FINANCIAL PLANNER™ professional, Jerry Gray approaches planning from a holistic perspective that seeks to ensure strategies encompass all aspects of your financial life, including risk management, investment, retirement, estate and legacy planning.

Before recommending a course of action, the professional advisors at Graystone Partners take the time to get to know and understand your priorities in life. We believe this is a critical step in developing a comprehensive written plan that truly reflects your needs and goals across all aspects of your life.

CFP® Certification - The Standard of Excellence

CFP® Certification - The Standard of Excellence

Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth the by Certified Planner Board of Standards. The certification is a strong indication of an advisor’s status as a qualified, trustworthy financial planner.

Our independence ensures your best interests come first

As independent fiduciary advisors, Graystone Partners eliminates the constraints and conflicts of interest inherent in most traditional brokerage models:

  • We have no proprietary products and no obligations to investment product providers, and
  • No cross-sell quotas or home-office directives that may lead to conflicts of interest.
  • We spend our time developing customized strategies for the unique challenges you face.

Strength of an industry leader

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides access to a comprehensive array of tools and resources for independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

Broad market access and investment expertise

Our open-architecture investment platform provides access to the universe of industry leading investment products and portfolio managers to select among in constructing your portfolio. This includes access to many institutional investment managers and sophisticated investment strategies that other advisors may not have access to or the knowledge or experience to seek out.**

Coordination across multiple financial disciplines

Our experienced advisors have spent decades developing expertise in financial and retirement planning; estate and legacy planning; and insurance and risk management. We have also taken the time to develop relationships with professionals adept in financial disciplines outside of our immediate areas of specialization, including attorneys, CPAs, mortgage and investment banking professionals, Medicare Supplement Insurance specialists, property and casualty insurance providers.

Together with the external team of professional partners we have assembled, we strive to address all of your wealth management needs. We can work on your behalf to coordinate the activities of these professionals and are also happy to work with your existing team of attorneys or tax advisors to coordinate strategies and ensure your best interests always come first.

Unwavering Dedicated Service

We work with you to share our deep knowledge of wealth management in a clear and helpful manner. We are committed to educating you so you can make confident decisions about your wealth. You will experience not only a high level of responsive service, but proactive service that seeks to deliver on our commitment to provide the advice and ongoing support you require.

Learn more about the Graystone Partners Client Experience

*As reported by Financial Planning magazine, June 1996–2017, based on total revenue.

**No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. 

 Client Experience | Planning Process | Services