We Expertly Combine The

art and science Of
financial planning.

What We Do

Our fee-only firm has Wall Street experience and a Main Street mindset. We understand the intricacies of building and protecting wealth, along with the nuances and complexities of each individual relationship. As fiduciaries we act ONLY in the best interest of our clients. Our goal is to deliver this experience to entrepreneurs, individuals and families who refuse to settle for mediocrity. We offer:

Investment Management
Financial Planning
Business 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.