Brian Sweeney

With over 15 years of experience in tax advisory and financial planning, I am a Senior Partner at Greyson, specializing in helping business owners and high-net-worth individuals navigate complex tax strategies. Growing up around business ownership, I developed a firsthand understanding of what it takes to run, scale, and transition a business. Having personally bought and sold multiple businesses, I bring real-world experience that goes beyond numbers—helping clients with strategic planning that aligns with both their financial and personal goals. My career began at Merrill Lynch, where I worked on a team managing over $500 million in client assets, honing my expertise in tax-efficient strategies and wealth preservation.

I am passionate about working with business owners and high-net-worth families, offering tailored solutions in advanced tax planning, business tax advisory, and strategic financial planning. Whether structuring entities for tax efficiency, advising on wealth transfer strategies, or maximizing deductions, my goal is to simplify complex financial decisions and empower clients to build and protect their wealth. I earned my degree in Finance & Accounting from Ohio University, where I also played football, and later completed my MBA at California University. I hold the CERTIFIED FINANCIAL PLANNER®  (CFP® ) designation and the Enrolled Agent (EA) credential with the IRS, giving me the authority to represent clients in all federal tax matters. Additionally, I completed a certificate in financial planning from Bryant University and a certificate in Private Equity from Harvard University, further enhancing my ability to provide comprehensive advisory services.

Leading a dedicated team, I take pride in delivering tax-efficient strategies and long-term financial planning solutions that help clients grow and preserve their wealth. My hands-on experience as both an advisor and a business owner allows me to offer unique insights that go beyond traditional tax planning. I live in Columbus, Ohio, with my wife, Ariana, and our two children, with a third joining us in April 2025. I am also the author of FREE LUNCH MONEY: A Guide to Financial Freedom, available on Amazon.

Please book a call with me, so I can guide you to financial freedom.