Who We Are

Aligning your wealth with your purpose

Graypoint is an independent financial advisory firm that serves families and organizations across the wealth spectrum. We provide comprehensive financial planning and tax advice, in addition to investment management to help clients define and achieve their financial goals. We also provide fiduciary advice and investment management to non-profits. In aggregate, Graypoint manages over $4bn on behalf of 700+ clients.

Our History

Graypoint LLC was formed in July 2019 by merging Bender Lane Advisory, LLC and Hugh Johnson Advisors, LLC. Together, our firms have more than 40 years of experience providing financial advisory and investment management services tailored to the unique objectives of families, individuals, and nonprofit organizations.

Our Core Principles

We strive to have a superior reputation for providing sophisticated financial planning and investment management advice, and become the most accomplished and sought-out firm in our industry.

Client Priority

Our clients come before everything else. We provide the highest level of service in all that we do for our clients.

Teamwork

Teamwork is proven to provide better results. By working as a team, we can create the best client outcomes.

Aligned Interests

We provide objective and sound advice. Client, associate, and firm interests need to be aligned for success.

Independence

Our independence is our differentiator. Employee-owned firms are more responsive, nimble, and a long-term benefit to all.