Deneault & Greyard

Deneault & Greyard is an independent financial planning firm based in Charlotte, North Carolina. Its multigenerational team of three CFP® professionals brings more than 60 years of combined experience, working with families, individuals, and businesses to help them pursue their financial goals. The firm begins by understanding each client’s overall financial picture, then develops a personalized plan with practical steps and strategies.

Its services include investment, retirement, tax, insurance, cash-flow, debt, college, and estate planning. Investment recommendations are not limited to specific products, and the firm states that its CFP® professionals are held to a fiduciary standard. Retirement planning can include setting a target retirement age and developing an investment approach; other planning may address tax efficiency, appropriate insurance coverage, debt reduction, education savings, and estate documents. Deneault & Greyard’s process includes an initial conversation to assess fit, a discussion of goals and financial information, and the creation of a financial plan. The firm offers consultations and provides market commentary, articles, videos, and calculators as additional resources.