Greenhill Financial Partners

Legal & Disclosures

Transparency is part of good financial stewardship. Important regulatory filings, policies, agreements, and disclosures are organized below for straightforward access.

Independent verification matters. Greenhill's registration information and public filings may also be reviewed through the official Investment Adviser Public Disclosure database.
Verify in IAPD
Regulatory

Firm & Advisor Filings

Greenhill Financial — Form ADV Part 1 Regulatory Filing · PDF Greenhill Financial — Form ADV Part 2A Firm Brochure · PDF Steven Morneau — Form ADV Part 2B Brochure Supplement · PDF Dominic Stilwell — Form ADV Part 2B Brochure Supplement · PDF
Policies

Privacy, Website & Communications

Privacy Policy Privacy & Information · PDF SMS Terms & Conditions Communications · PDF Website Disclosure Website Information · PDF Investment Approach Investment Information · PDF
Engagement Documents

Client Agreements & Acknowledgments

Financial Planning & Investment Management

Current documents for Greenhill's introductory, limited-scope, project-based, ongoing planning, and investment-management services.

Financial Clarity Call Acknowledgment Acknowledgment · Version 2026.08.11 Financial Strategy Session Agreement Limited-Scope Agreement · Version 2026.08.11 Complete Financial Plan Engagement Agreement Project-Based Planning · Version 2026.08.11 Ongoing Complete Planning Agreement Ongoing Planning Agreement · Version 2026.08.11 Investment Management Agreement Investment Advisory Agreement · Version 2026.08.11

Divorce Financial Planning

Current documents for Greenhill's introductory and limited-scope divorce financial planning services.

Divorce Clarity Call Acknowledgment Acknowledgment · Version 2026.08.11 Divorce Strategy Session Agreement Limited-Scope Agreement · Version 2026.08.11
Clear information. Easy access.

If you have questions about a disclosure, need assistance locating a document, or would like a printed copy, please contact Greenhill Financial Partners.

info@greenhillfp.com 802-383-6700