About Us

Building and preserving a legacy—whether for a family or a business—Requires dedication, strategic foresight, and deep financial expertise.

At Grafton Wealth Advisors, we offer Strategic Wealth Management, forward-thinking business planning, and tailored high-net-worth services to help clients navigate complex financial landscapes and achieve multi-generational success. We understand the importance of legacy because we’re more than just a close-knit team of advisors and planners—we’re a family, committed to guiding yours with the same care and intention we bring to our own.

Bill Grafton started in the financial world in 1972, developing a tradition of providing personalized and goals-based financial planning and investing services to individuals and families.

His children grew up in Winter Park and attended Florida schools, seeing their father helping families and family businesses pursue their financial goals, watching his clients become friends, and observing the value of giving back to the community. Since then, three of his children have joined him, bringing bright new ideas, while maintaining Bill’s traditions of old-school personal service and community investment.

What sets us apart from other advisors is our teamwork – when you have Grafton Wealth Advisors on your side, you have the whole team. We are passionate about serving families, businesses, and the community, and we use a team approach to provide creative, client-centered strategies to grow and preserve your legacy.

Our clients are multi-generational high-net-worth individuals and families who value a strong personal relationship with a team of experienced wealth advisors. If your goals are to build wealth, preserve assets, and create a legacy, we can help.

Let our family tree help you develop and manage your family wealth with confidence.
Contact us today at (407) 794-9990.

Our Approach

We at Grafton Wealth Advisors understand the complex web of comprehensive wealth management — investing, planning, gifting, and risk management, and how that is shaped by your values, goals, health, family, work and interests. In order to get to know you better, we have a smaller client-to-advisor ratio, and we take the time to really listen so that we can translate your qualitative life desires into quantitative financial outcomes. We’ll develop a plan to help you pursue your goals, including potential risk management strategies, tax mitigation strategies, and trust and estate planning.

Our goal is to exceed your expectations, creating a partnership through listening, educating and adjusting until you are comfortable with your financial plan. Then we continue that partnership with an open and consistent communication schedule – we are there for you.

Our Clients

Our clients are multi-generational high-net-worth individuals, families, and businesses who value a strong personal relationship with a team of wealth advisors with over 125 combined years of experience. If your goals are to build wealth, protect assets, and create a legacy, we can help.