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A Daily Commitment to Exceed Your Expectations

Grey Fox Wealth Advisors provides comprehensive, practical, and consultative wealth solutions to support the long-term success of small business owners, executives, and their families. As independent fiduciaries, we customize public and private market allocations and coordinate multi-family office services.

DSCC: 2025 Superstars in Business

Eligible companies must have been in operation for at least three years and qualify as small businesses based on their number of full-time employees. Awarded 8/20/2025. Grey Fox Wealth paid no application fee to participate. 

A circular badge with a gold geometric star in the center, the text 'Marvin S. Gilman SUPERSTARS IN BUSINESS' encircling the star, and two gold stars flanking the text.

Nominations based on AUM, experience, current firm standing, and a clean regulatory record. Awarded 6/3/2026 for data as of 12/31/2025. Grey Fox Wealth paid no application fee to participate.

AdvisorHub Advisors: to Watch 2026

Inc. 5000: Fastest Growing Companies

Logo for Inc. 5000, a black circular badge with white trim, featuring the text "America's Fastest-Growing Private Companies" around the rim. In the center, "Inc." is in bold black text, with "5000" below it in large, colorful numbers: orange, yellow, blue, and dark blue.

The list is based on percentage revenue growth over a three-year period. Awarded 8/5/2025. Grey Fox Wealth paid a standard application fee to participate. This recognition is not specific to investment advisers and does not reflect the quality of investment advice or future performance.

InvestmentNews: 2025 Top Advisor

Medal-style badge with gold and red colors, stating '2025 Top Advisor' by InvestmentNews, with decorative stars around the border.

Nominations from advisors, industry professionals, and clients. Final list based on AUM, AUM growth, and client growth. Awarded 2/10/2025 for data as of 8/31/2024. Grey Fox Wealth paid no application fee to participate.

The list ranks independent registered investment firms based on year-end assets under management as reported through the publication’s voluntary survey and reviewed against SEC filings. Grey Fox Wealth paid a standard application fee to participate. Awarded 7/20/2026.

Financial Advisor Magazine: America's Top RIAs for 2026

Your Family Office

As fiduciaries, we are a client-focused, solutions-oriented, and highly-responsive team that is excited to support your long-term success. We are here to serve you and to consistently “do the little things right” to optimize your trajectory.

Client-Focused

Independent, Fiduciary Commitment

Hard-Working Team

Public and Private Market Portfolios

Fiduciary Commitment

Multi-Family Office Coordination

Serving Clients Across the Country

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Delaware