Veterinary Practices

Retirement solutions and asset management for veterinary practices.

At Grey Ledge Advisors, we understand your business and tailor our services to fit your needs, on your schedule. Veterinarians have been a core client focus of our advisors for more than ten years.

We work closely with some of the country’s top veterinary tax advisors to be a resource for all your business and retirement needs. Our objective is to maximize your retirement savings and create tax-efficient plans — helping both you and your practice. We handle plans ranging from SIMPLE IRAs to complex 401(k) plan designs that include Discretionary Profit-Sharing Plans and Cash Balance plans. Grey Ledge Advisors work as a team with your CPA and our Third-Party Administrators (TPA) to evaluate your staff’s earnings, hire dates, and eligibility to establish a plan that is easy to understand and administer, and is built to grow with your practice.

As you progress through your working career, we stand by you when you approach retirement or the sale of your practice. We use a discovery process to help build objectives and potential asset allocation plans as well as retirement plans based on each client’s individual needs and personal financial goals. Our process is transparent and easy to understand, and we explain it in terms you can understand.

We will try not to call you in the morning when most veterinarians are in surgery. We also will never rush you into an investment decision because we know your practice comes first.

We respect your commitment to your clients and the care of their pets and animals, just like we are committed to the success of our clients. You take care of them. Let us take care of you!

Helping our clients achieve their financial goals