Where bold strategies meet real-world results for private wealth and entrepreneurs.
for private wealth and entrepreneurs.
What We Do
Our team at Green Ridge Wealth Planning is on a mission to help 1,000 business owners be exit-ready by 2036—while continuing to serve individuals and families seeking clarity, strategy, and purpose.
As fiduciaries, we act ONLY in the best interest of our clients. Our goal is to deliver this experience to those who refuse to settle for mediocrity.
We offer:
- Investment Management
- Financial Planning
- Exit-Ready – Business Planning plus Financial Planning
How We Do iT
We don’t sell, we serve.
Green Ridge is a fiduciary fee-only firm. Which means we don’t sell products and don’t earn commissions. We are morally, ethically, and legally obligated to guide you to your best outcome.
Our goal is to make sure your money and your plan work hard by making it custom to you and evolving it as your life changes. We believe great wealth management doesn’t happen in a silo. Our team collaborates with everyone in your financial ecosystem (estate attorneys, tax professionals, etc.) to make sure you’re primed for long-term success.
Who We Serve
Our clients are builders, doers, entrepreneurs, and professionals with packed schedules and full lives. They understand that the big bank “set-it-and-forget-it” plans aren’t worth the fees. They don’t have the appropriate time to dedicate to their finances in a meaningful and impactful way. That’s where we come in. We know wealth management is about more than numbers – it’s about security, peace of mind, and achieving your dreams.
RECENT INSIGHTS
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Blog 
Built to Last: Helping a Business Owner Transition Ownership to the Next Generation
Business succession is rarely a single decision — it's a web of interconnected challenges spanning trust funding, cash management, and family alignment. Learn how a coordinated team of advisors helped one founder navigate all of it without missing a step.
