Richard has dedicated his career to helping individuals and families bring clarity and confidence to their financial lives. As Founder and CEO of GrayChase Wealth Advisory, he built the firm on a simple belief: people make better decisions when they feel understood, supported, and fully informed. His client conversations are...
Welcome to our new website
While you’re here, please note that we are in the process of updating content and features and will continue to make enhancements over the next few weeks.
Meet Our Team
Michelle Eastman serves as our Client Services Liaison here at GrayChase Wealth Advisory, where she provides dependable, detail-oriented support to both clients and advisors. Michelle brings over a decade of experience in financial services, combined with more than 20 years as a successful business owner. This unique blend gives her...
Heather Miller serves as Office Manager and Special Projects Coordinator for GrayChase Advisory, where she helps ensure, operations run efficiently while supporting firm-wide initiatives and projects. Heather brings extensive organizational and leadership experience developed through years of managing responsibilities across multiple organizations, boards, and community initiatives. A former Executive Director...
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Legacy Clarity Balance
Investment / Portfolio Management
Retirement Planning
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
