Evan Grey, CFP®

Evan Grey, CFP® is a member of OWM’s Financial Planning team at our Buffalo, New York office. He advises clients on personal finance issues and designs financial plans that provide a roadmap for achieving their goals and objectives.

“Not only do you need a plan for your money, but you also need a plan for your most important asset – your time.” – Evan Grey


Evan is a CERTIFIED FINANCIAL PLANNER ™ professional who earned his B.A. in Finance at Mercyhurst University. He also contributes to OWM’s financial planning blog and video commentaries.



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