Personalized Financial Plans and Investment Portfolios That Reflect Your Faith and Values
At Gray Rock Financial Planning & Consulting the client comes first. As a fee-only fiduciary financial advisor my commitment to you is that your needs are primary, mine at best are secondary. Your financial plan and your investment portfolio reflects YOUR faith and values. I am honored to serve as a guide and advisor on your journey to financial peace and freedom. The financial plan is the road map.
Experience and Designations
Led by Bill Feus, we have a team of professionals with proven experience and credentials. Bill began his career as a financial advisor in 1993, and formed Gray Rock Financial Planning & Consulting in 2019 after recognizing that forming his own firm represented the best way he could meet the financial planning needs of his clients and prospects. As a firm founded on Christian principles, we believe that we answer to a higher authority, and at Gray Rock, we are called to serving others in Christ’s Name. In addition to having passed FINRA examinations SIE, Series 7, 63, and 66, Bill also holds the following professional designations: AAMS ® (Accredited Asset Management Specialist); CCFS ® (Certified College Funding Specialist); CLTC ® (Certified Long-term Care); RICP ® (Retirement Income Certified Professional); and RLP ® (Registered Life Planner). He also holds a Master of Divinity degree from The General Theological Seminary of The Episcopal Church and is an ordained minister in The Episcopal Church. Bill is a member of NAPFA®, AFCPE ®, and the XY Planning Network.
Professional Guidance
Too often investors are poorly guided into chasing after the latest fad or the hottest trend. At Gray Rock Financial Planning & Consulting, drawing on decades of investing experience and the collective wisdom of our third-party advisors and managers, we rely on established, time-tested investment models and research consistent with a long-term perspective.