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Grayson Miller, Founder and Managing Partner of Everstead
Founder & Managing Partner

Founder & Managing Partner

Grayson Miller

Founder & Managing Partner

Grayson Miller founded Everstead alongside Waterloo Capital in 2026 with the belief that exceptional wealth stewardship extends far beyond investment management. Over the last 15+ years, she has built a distinctive private wealth approach around a more thoughtful, curated and comprehensive experience for families seeking to grow and protect their legacy.

She advises families through pivotal transitions, from business sales and generational wealth transfers to philanthropic planning and long-term investment strategy. Her work is highly personal and collaborative: simplifying complexity while coordinating across every aspect of a family’s balance sheet and financial affairs.

Before Everstead, Grayson was a Managing Director with Oxford Financial Group, a leading $30+ billion multi-family office. As the first Managing Director in its Atlanta office, she helped establish and expand Oxford’s Southeast presence while building a distinctive client base of business owners, multi-generational families and family offices.

Her focus on asset location before asset allocation, tax-aware planning and measurable balance-sheet optimization is a key differentiator. Earlier, she spent nearly four years at Goldman Sachs as a Private Wealth Advisor working with business owners before, during and after liquidity events. Her experience also includes UBS, where she supported a leading Southeast advisor team managing more than $4 billion in client assets.

Grayson is guided by the belief that it’s not what you make, but what you keep. She takes great pride in delivering the expertise and proactive coordination that give families more peace of mind and more time for what they love.

Outside of work, Grayson enjoys traveling and time on the water or in the mountains, whether snow skiing, wakeboarding, slalom skiing or hiking. A woman of faith, she attends Free Chapel and Christ Covenant churches in Atlanta. She and her fiancé, Connor, have called Georgia home for more than a decade and live in Buckhead with their dog, Zeus. They are excited to marry atop Aspen Mountain this year.

Credentials & experience

  • Founder & Managing Partner of Everstead, alongside Waterloo Capital
  • Former Managing Director, Oxford Financial Group ($30B+ multi-family office)
  • Former Private Wealth Advisor, Goldman Sachs
  • Prior experience at UBS supporting a leading Southeast advisor team
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