Advisor at Greystone Investment Advisors, Inc.
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Firm
Greystone Investment Advisors, Inc.
Location
Springfield, MO 65804
Credentials
Series 63, Series 65
Industry experience
41 years
John Gill is the sole advisor at Greystone Investment Advisors, Inc. in Springfield, Missouri, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has led Greystone Investment Advisors since 1996. Outside of his advisory role, Mr. Gill is a co-member of Suiter and Gill Enterprises, L.L.C., a business involved in property management. Greystone Investment Advisors is an independent, single-advisor firm providing discretionary investment management to individuals, families, small business owners, retirement plan trustees, trusts, corporations, and charitable organizations. The firm employs a long-term, macro-oriented investment approach across three management styles—Aggressive, Growth over Income, and Income over Growth—using mutual funds, ETFs, and listed equities custodied at Charles Schwab.
$0 - $500,000: 1.00% $501,000 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.25%
Fee-only: Fee only; no commissions
3816 S. Greystone Ct., Suite A
Springfield, MO 65804
Missouri · Texas
Greystone Investment Advisors, Inc.
1996 - Present (30 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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