Personalized financial plans to match your values
At Gray Rock Financial Planning & Consulting we place you front and center. You are the hero of your financial story. Through the creation of a unique financial plan and the use of proven, successful investment strategies, we offer the professional guidance on the road to living the life you have dreamed of. We are honored to be a part of your story.
Experience and Certification
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); and RICP ® (Retirement Income Certified Professional). 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.
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.