Grey Fox Wealth Advisors - Growth

Grey Fox Wealth is an independent fiduciary that provides comprehensive wealth management services. We started nine days before the global pandemic in 2020 with 0 clients, 0 assets, and six children between two families. Just five years later, we serve over 300 clients around thfive years later, we serve approximately 260 clients around the country, manage over $600m and employ a team of 9.

Briefly describe the nominated organization: history and past performance (up to 1,250 characters):

Grey Fox Wealth was founded in March 2020 with a deliberate attitude towards sales in financial services: long-term trust, not short-term transactions, would be the firm's primary growth engine. Launched with zero assets and zero clients, the firm focused on serving entrepreneurs and small business owners through clear communication, responsiveness, and fiduciary advice.

From the outset, sales at Grey Fox were structured as a company-wide responsibility rather than a siloed function. Every team member was trained to understand the firm's value proposition, client journey, and referral standards. This approach was supported operationally through early adoption of the Entrepreneurial Operating System (EOS), bringing clarity to client acquisition goals, accountability, and measurable outcomes.

By the end of 2023, Grey Fox managed $361 million in household assets [REDACTED FOR PUBLICATION] and served hundreds of client relationships with a four-person team-demonstrating that disciplined, trust-based sales could scale efficiently. In 2025, the firm serves over 300 households and manages nearly $700 million in assets.

Outline the organization's achievements since July 1, 2023 that you wish to bring to the judges' attention (up to 1,500 characters):

Since July 1, 2023, Grey Fox Wealth has delivered exceptional sales performance driven almost entirely by referrals and organic client acquisition.

Assets under management grew from approximately $361 million at year-end 2023 to roughly $667 million as of September 30, 2025-reflecting consistent net new assets rather than market appreciation alone. The third quarter of 2025 marked one of the strongest quarters of new client and asset growth in the firm's history.

During this two-year period, the firm expanded its team from four professionals to ten (soon to be eleven), intentionally scaling its sales capacity without diluting service or culture. Training, enculturation, and shared ownership of the client experience ensured that growth remained consistent across advisors and operations staff.

Grey Fox now serves more than 300 client households nationwide, with referral-driven introductions remaining the firm's primary source of new business. In 2025, the firm was named the #1,345 fastest-growing private company in America on the Inc. 5000 list, an independent validation that its sales approach-rooted in relationships and client advocacy-produces measurable, sustained results.

Explain why the achievements you have highlighted are unique or significant. If possible compare the achievements to the performance of other players in your industry and/or to the organization's past performance (up to 1,500 characters):

Grey Fox Wealth's sales achievements are distinctive because they demonstrate that client acquisition and revenue growth can be driven by advocacy rather than volume-based prospecting. The firm's most recent Net Promoter Score exceeded 95, more than double the wealth management industry average of approximately 44. This level of client advocacy directly supports sales outcomes: referrals are the dominant source of new relationships, and many of the firm's earliest clients continue to introduce new business years later.

Unlike many firms that rely on aggressive outbound sales, mergers, or paid lead generation, Grey Fox has scaled through a repeatable, firm-wide sales culture grounded in education, responsiveness, and trust. Founders Ted and Kevin adopted the Entrepreneurial Operating System (EOS) from Traction by Gino Wickman to run the firm. Each quarter, we define "Rocks" (strategic priorities) and review progress weekly. This structure ensures clarity, alignment, and execution across the team for all sales activities.

The firm's inclusion in the Inc. 5000 further distinguishes its performance, confirming that a values-driven sales model is not only viable but competitive at a national level. Growth has been the byproduct of consistently delivering value, not pursuing growth in isolation.

Reference any attachments of supporting materials throughout this nomination and how they provide evidence of the claims you have made in this nomination (up to 1,500 characters):

The attached materials provide third-party evidence supporting Grey Fox Wealth's sales excellence and client acquisition performance:

• Grey Fox Wealth Website - Illustrates the firm's sales positioning, fiduciary messaging, and client value proposition that underpin its referral-driven growth model.
• Inc. 5000 Recognition - Confirms Grey Fox's ranking as the #1,345 fastest-growing private company in America, validating revenue and client growth achieved without inorganic expansion.
• Industry and Regional Business Awards - Demonstrate credibility, visibility, and trust within both the financial services industry and broader business community, supporting brand-led sales momentum.

Together, these materials show that Grey Fox Wealth's sales achievements are measurable, repeatable, and externally validated-driven by a firm-wide commitment to client experience.