Who We Are

Founded in 1993 by John Mullins and Todd Moss, Greystone Financial Group is a unique wealth management firm committed to helping its clients simplify their financial lives. Many of our clients are women who have faced or are now facing a major life transition such as divorce or death of a spouse. The firm also serves a cross section of successful individuals, families and businesses.

What We Do
We help our clients gain peace of mind in their personal and financial lives. In our years of serving women experiencing major life changes, we have learned that the stress of adjusting to a new lifestyle may make managing financial affairs a secondary concern. We can help clients mitigate the anxiety they feel; in essence, we assist by bringing order to chaotic situations.

Helping clients avoid costly financial mistakes is an important element in all our long-term relationships. We strive to maximize the financial resources of our clients by providing the knowledge, guidance and discipline necessary to create, manage and protect their wealth in an uncertain economic environment.

Recognitions
In the past five years, Greystone Financial Group has received various recognitions which reflect its ongoing commitment to excellent service.

• "The Most Dependable Wealth Managers of The Great Lakes"
• (in the April 21,2008 edition of Forbes magazine)
• Wealth Manager Magazine's "Top Dog" survey of Wealth Managers
• Todd Moss has been recognized as one of the top 100 wealth managers
• (by Barron's magazine)
• John Mullins was named one of the country's "Top 250 Wealth Advisors"
• (by Worth Magazine)

What Makes Us Unique
We differentiate ourselves by guiding clients through a number of complex financial issues and critical decisions. We deliver all our services in a manner that, while exceedingly professional, is comfortable and easy to understand.