Greystone Financial Group, LLC

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Client assets under management

$475,203,059

Clients

566

26% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

189

Very High

Average account size

$839,581

About

Greystone Financial Group serves individual clients — including high-net-worth households — as well as pension and profit-sharing plans, corporations and other businesses, managing roughly $495 million in client assets across its advisory relationships. The firm provides discretionary and non-discretionary investment management, financial planning, pension consulting and acts as a 3(38) investment manager for qualified retirement plans; it also accepts sub‑advisory engagements for other advisers.

The firm describes a tactical investment approach that starts from baseline asset mixes and actively adjusts portfolio weightings based on market conditions, combining fundamental and technical analysis and macroeconomic indicators to guide buy and sell decisions. Its published strategies span diversified tactical ETF portfolios, concentrated and dividend-focused equity approaches, tax-sensitive and venture-oriented strategies, fixed-income allocations and blended growth-and-income options, with tax-loss harvesting used in its tax-sensitive strategy.

Several features of Greystone’s practice are uncommon among similar supported firms: its materials and advertising include performance results, third‑party ratings and client testimonials, and it discloses sub‑advisory relationships (including a familial relationship with one partner firm) and the policies used to address potential conflicts. The firm also offers a bank deposit product that is handled outside its standard management fee schedule and recently disclosed limited use of artificial intelligence for administrative and operational purposes.

Client services

Financial planning Portfolio management Pension consulting

Sub-advisory services to financial institutions

Expertise

Tax-loss harvesting Concentrated stock management ESG / Sustainable investing General retirement planning Business succession planning

Occupation focus

Founder/Business Owner Retired Executive

Fee options

Percentage

$0 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $5,000,000: 1.000% $5,000,001 - $10,000,000: 0.900% $10,000,001 - $20,000,000: 0.800% $20,000,001+: 0.700%

Other

Fee-only: Annual management fees based on asset tiers as listed; no commissions or sales charges.

Main office location

Greystone Financial Group, LLC

665 Hulet Dr.

Bloomfield Hills MI 48302-0324, United States

Number of offices

Most active in

Arizona · California · Florida · Illinois · Michigan · New Hampshire · Ohio · Tennessee · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 248-267-1270

Advisors at this firm

Brian S

Series 66

Bloomfield Hills, MI

Greystone Financial Group, LLC

Brian Stone is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Greystone Financial Group, LLC since 2020 and previously worked at Polaris Greystone Financial Group, LLC from 2015 to 2020. Greystone Financial Group serves individual and high-net-worth clients, pension and profit-sharing plans, and other businesses by providing discretionary and non-discretionary investment management, financial planning, and pension consulting services. The firm employs a tactical investment approach that combines fundamental and technical analysis with active portfolio adjustments aimed at managing downside risk and pursuing risk-adjusted returns across various asset classes.

Tax-loss harvesting Concentrated stock management ESG / Sustainable investing General retirement planning Business succession planning Founder/Business Owner Retired Executive

Eric M

Series 66

Bloomfield Hills, MI

Greystone Financial Group, LLC

Eric Moss is a financial advisor at Greystone Financial Group, LLC in Bloomfield Hills, MI, holding a Series 66 designation with 10 years of industry experience. He previously worked at TD Ameritrade and J.P. Morgan Securities LLC. Greystone Financial Group serves individual and high-net-worth clients, pension and profit-sharing plans, and other businesses, providing investment management, financial planning, and pension consulting services. The firm employs a tactical investment approach combining fundamental and technical analysis, offering diversified ETF strategies, dividend-focused equity strategies, tax-sensitive portfolios, and higher-volatility options including innovation themes and cryptocurrency-linked products.

Tax-loss harvesting Concentrated stock management ESG / Sustainable investing General retirement planning Business succession planning Founder/Business Owner Retired Executive

Todd M

CFP®, Series 63

Bloomfield Hills, MI

Greystone Financial Group, LLC

Todd Moss is a Certified Financial Planner® with 20 years of industry experience. He has been with Greystone Financial Group, LLC since 2020 and previously worked at related entities including Polaris Greystone Financial Group and Greystone Financial Group, Inc. He is also an agent for two commercial and real estate firms, TeamMoss LLC and TeamMoss II LLC. Greystone Financial Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans and businesses, offering investment management, financial planning, and pension consulting. The firm employs a tactical investment approach combining fundamental and technical analysis with active portfolio management across ETFs, equities, and fixed income.

Tax-loss harvesting Concentrated stock management ESG / Sustainable investing General retirement planning Business succession planning Founder/Business Owner Retired Executive

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