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Concierge-Style 
Financial Advice 
for Entrepreneurs
and their Families

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Wall Street Experience, Main Street Mindset.

Our clients have financial questions that Google searches can't answer. They don't have the time, desire, or knowledge around complex planning topics and are looking for a guide to help them identify and avoid points of failure so they can attain their goals.  

Our team guides our clients and delivers Wall Street experience without the corporate nonsense, meaning you get quality advice and personalized concierge service.  We know our clients and what makes them tick!

Green Ridge Wealth Planning is a fee-only fiduciary.  No commissions, we don’t sell products, and no hidden objectives. We just do real wealth management.
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Firm Partners

CEO, FOUNDER &
FINANCIAL PLANNER

Robert J. Mascia,
CFBS

PARTNER,
CHIEF INVESTMENT OFFICER (CIO)

Jordan Kaufman,
CFA, CFP®
Great wealth management doesn’t happen in a silo. Our team collaborates with everyone in your financial ecosystem to make sure you’re primed for long-term success.

  • Registered financial planners
  • CPAs and tax advisors
  • Mortgage professionals
  • Estate planning specialists
  • Business strategists
  • Attorneys

Our Services

Investment Management

We focus on three components that are key to the longevity of your investments.
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Financial Planning

We plot a course for your financial goals by creating a Life Map.
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Business Planning

To meet the complex needs of business owners, we focus on three specific areas.
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Business Retirement Plans

We help business owners plan, retain and increase value within their business.
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Divorce Planning

We recognize this is often a difficult and emotional time and strive to support our clients as they navigate the personal and financial challenges that arise.
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Special Needs Planning

We help our clients advocate for loved ones with special needs, whether a child or adult.
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What Our Clients Are Saying

  • “Bobby, Jordan and team are like having a huge financial services juggernaut delivered in a small and mighty team. That means you get sophisticated investment advice combined with personal attention. Strong investment returns mixed with personalized financial planning to help you meet your long-term goals. And they provide proactive, consistent communication to keep you engaged in your financial well-being.”
    - Ted G.
  • “Amazing group of people to work with. Class, excellence and professionalism. There is a family feel to everything they do. Highly recommended!”
    - Kevin C.
  • "Bobby, Jordan and Stacia are exceptional and extremely professional. Questions are answered quickly and emails are returned same day. Short term and long term planning is provided and a clear path will be presented to you in easy to understand language."
    - Jim S.
  • “My husband and I have been working with Bobby for close to 5 years now. I can honestly say that we would not be where we are today if we did not have Green Ridge Wealth Planning on our side.”
    - Nicole W.
  • “Bobby, Jordan & Stacia are a dream team to work with. They are a wealth of knowledge and have helped us immensely manage our income and investments. Most beneficially, they have helped grow our portfolio performance significantly in the past year and plan for an early retirement.”
    - Amy L.
  • "It’s not just because Bobby and his team are extremely knowledgeable and experienced. It’s because they are also incredibly kind, trustworthy, and patient that makes us so glad they are our financial advisors for over five years now. I highly recommend them!"
    - Karla
  • "The team at Green Ridge has done a great job working with me to help identify and target my goals. The communication is fantastic, I am clear on their thought process, I love that they have an opinion and are really follow the markets. I not only trust them as advisors, but I refer them!”
    - Steve D.
  • “I have had the privilege of working, collaborating, and socializing with Bobby over the last seven years. In addition to having in-depth knowledge, Bobby is an individual who does not rest until a solution is found. With this determination, knowledge, and fortitude, Bobby has excelled in his field. These characteristics and his firm’s responsiveness and attention to detail are just a few of the reasons I continue to recommend Bobby to our firm’s clients.“
    - Brian G.

News and Commentary

When it comes to growing and preserving your wealth, knowledge is power. Whether you decide to work with us or not, these resources are here to help you make the best decision possible with your wealth planning.
See All Our Content
Blog

Top-10 Steps You Can Take to Help Schwab and Your Advisor Protect Your Account

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Blog

February Commentary: Challenges, Opportunities & Global Market Shifts

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Blog

CPI, CPE, and PPI: What do these 3 indices track, and what are they used for?

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Blog

January 2025 Commentary: Signals, Noise, and Market Insights

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Green Ridge Wealth Planning

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