Grey Fox Wealth Advisors
The experts that help you manage your retirement investment
It is important that partners share values, purpose, and drive, which is why we selected Grey Fox as our PEP investment managers and financial wellness experts.
LEARN MORE ABOUT GREY FOX WEALTH ADVISORS
-> Pooled Employer Plan Approach
Grey Fox’s Core Values
We believe certain values and approaches matter in this industry…
Honest and competent service
As independent fiduciaries, we have the ability – and the mandate – to research and recommend only optimized products that fit your plan’s objectives and trajectory.
Grit and hard work
Grey Fox is a family business. We are dedicated to outworking others for the benefit of our clients.
Clear alignment of long-term goals
As a foundational principle, we believe in transparent partnerships that align incentives, simplify complicated processes, and help you keep and grow more. of your hard-earned capital.
Our comprehensive Pooled Employer Plan approach
Customized Investment Strategy
Improve retirement investment options by optimizing performance and minimizing total fees.
GFWA accepts fiduciary responsibility as the 3(38) Retirement Plan Advisory Partner.
Single Point-of-Contact for Owners
Provide consistent availability to answer specific questions or address financial planning concerns for all business owners.
Financial Wellness Program
Provide quarterly educational sessions to address financial topics, market movements, and participant questions.
Offer monthly virtual availability for one-on-one sessions.
What funds do we offer?
Peppermint works with our financial management partner, Grey Fox Wealth, to offer
better performing, lower cost, higher quality funds that exceed expectations.
Vanguard Growth Index Admiral
Vanguard Value Index Adm
Vanguard Mid Cap Index Admiral
AB Small Cap Growth I
Vanguard Small Cap Value Index Admiral
Vanguard Developed Markets Index Admiral
BlackRock Emerging Mkts Instl
Vanguard Real Estate Index Admiral
Vanguard High-Yield Corporate Adm
Vanguard Short-Term Corp BD Index Adm
Vanguard Total Bond Market Index Adm
Vanguard Total Intl Bd Idx Admiral™
Schwab Treasury Infl Protected Secs Idx
Vanguard Target Retirement Income Fund
Vanguard Target Retirement 2015 Fund
Vanguard Target Retirement 2020 Fund
Vanguard Target Retirement 2025 Fund
Vanguard Target Retirement 2030 Fund
Vanguard Target Retirement 2035 Fund
Vanguard Target Retirement 2040 Fund
Vanguard Target Retirement 2045 Fund
Vanguard Target Retirement 2050 Fund
Vanguard Target Retirement 2055 Fund
Vanguard Target Retirement 2060 Fund
Vanguard Target Retirement 2065 Fund
ß©2022 Morningstar.All Rights Reserved. All Data and information is gathered from accurate sources but is not warranted to be correct, complete, or accurate.
A focus on financial wellness
As part of your peppermint offering, Grey fox provides quarterly financial wellness presentation on pertinent and useful subjects.
Focused presentations on subjects that are pertinent to your retirement plan
Your Peppermint Pooled Employer Plan (Details of the PEP)
Allocation Review (Overview of the value of allocation and diversification)
Equities and Bonds (Overview of general investment options)
Opening an Investment Account (Steps to open an additional account)
Retirement and Taxable Accounts (Differences between investment vehicles)
Cash Reserve (Review of an “appropriate cash reserve”)
Financial Planning (Planning for key events – college, mortgages, etc.)
Legacy Planning (Introduction to wills/trusts and long-term planning)
Monthly one-on-one “Question and Answer sessions available to all employees on the first Friday of each month. During these informal, virtual conversations the employee has a chance to individually discuss specific questions and finance-related topics with a partner from Grey Fox Wealth Advisors.
Who is Grey Fox?
Kevin Dombrowski is a Partner at Grey Fox Wealth Advisors. Kevin formerly worked for MainLine Private Wealth where he helped manage over $600 million of clients’ assets. Prior to that role, Kevin served as Senior Vice President for Morningstar and managed several of its largest strategic partnerships. He has been in the financial services industry for over ten years.n
Kevin holds a Bachelor’s degree from the University of Michigan and a Master’s degree in Business Administration from the Kellogg School of Management at Northwestern University. Kevin was a recipient of the Delaware Business Times “40 Under 40” award in 2016.
Ted Lauzen is a Partner at Grey Fox Wealth Advisors. He formerly served as an officer and a combat helicopter pilot for the United States Marine Corps. While deployed in 2012 and 2013, he flew more than 230 combat flight hours, executed 127 combat missions, and provided close air support for American and international ground forces throughout the volatile Helmand Province of Afghanistan.
Ted graduated magna cum laude from Duke University in 2007, interned as a healthcare investment banker at Goldman Sachs in 2017, completed Leadership Delaware as a Fellow in the Class of 2019, and attended the University of Pennsylvania (Penn Law and The Wharton School) to earn his JD/MBA. While at Penn, he focused his academic efforts in the areas of corporate law, business management, and entrepreneurship.