Gray Rock Financial Planning & Consulting
4265 Birkshire Heights
Fort Mill, SC 29708
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Designations include: Retirement Income Certified Professional®? (RICP®?); Accredited Asset Management Specialist®? (AAMS®?); Certified Long-term Care®? (CLTC®?); Certified College Funding Specialist®? (CCFS®?) Ordained minister in The Episcopal ChurchSpecialties
Investment management, retirement planning, education planning, retirement income planning, faith-driven investing
About My Practice
Gray Rock Financial Planning and Consulting Inc., is a Registered Investment Advisory firm located in Fort Mill, South Carolina. We offer comprehensive financial life planning and investment management services to individuals, families, and small business owners. Bill Feus, the President and Founder of Gray Rock, literally grew up around the financial services industry--his father was a stockbroker from when he graduated college in 1959 until his death in 2010. Bill was fortunate to not only grow up in a home where investing was part of the family culture, but to have worked with and learned from his father when they were paired at A.G. Edwards and Sons Inc. Bill brings extensive investing experience, knowledge and skill to his practice in addition to his professional training and experience as a pastor. At Gray Rock Bill draws on his vast experiences to help clients uncover their deepest values, dreams, hopes, and the possibilities that sound financial planning and investment management can produce. As a Christian pastor, Bill also helps his clients understand that all that we are and all that we have are gifts from God, and we have a calling to serve God and God's children with the wealth entrusted to our care.
About William Feus
I began my career in the financial services industry in 1993; the son of a stockbroker, I worked with my father for several years at A.G. Edwards and Sons, Inc., before sensing a call to seminary and ordained ministry in The Episcopal Church. I attended The General Theological Seminary of The Episcopal Church in NYC from 2001-2004, graduating in 2004 with a Master of Divinity degree. I served full-time in the church as a priest from 2004-2012, part-time in the same capacity from 2015-2017, and continue today on a "supply" basis. I re-entered financial services full-time in 2016 with Thrivent Financial, and seeking a way to better serve my clients I formed Gray Rock Financial Planning & Consulting Inc., in 2019. I am a fee-only fiduciary Registered Investment Advisor offering financial life planning to individuals, families, and small business owners, helping my clients align their faith and values with their financial needs, goals, and objectives so they can live lives of personal and financial freedom and peace, glorify God with the wealth entrusted to their care.
Ideal clients are young families in their late-30s and early-40s, who recognize that either they are too busy to manage their financial assets, don't possess the knowledge necessary to manage investments successfully, and really need a professional to come alongside and serve as a guide in helping them to discover what are their deepest values, hopes, dreams, and how prudent comprehensive financial planning can help them live the lives they dream of.
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