Graystone Advisor, LLC is a registered investment adviser based in Foster City, CA, offering fee-only comprehensive financial planning and investment management solutions for families. Specializing in helping families navigate stock options and RSUs, they provide guidance on making better financial decisions related to company stock, including ISOs, NQSOs, RSUs, ESPP, and 401k plans.
Their approach involves comprehensive financial planning, taking into account clients' current situations, values, and desired life goals. With a focus on ongoing financial planning, they help clients prepare for and adjust to life changes, addressing immediate needs and future considerations. Graystone Advisor, LLC is committed to providing informed choices and easy access to investment adviser information through their professional affiliations and BrokerCheck.
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