Where bold strategies meet real-world results 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 financial 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

No products to sell. No commissions to chase. Just your best outcome.

Green Ridge is a fiduciary, fee-only firm. Which means we don’t sell products and don’t earn commissions. We’re legally bound to act in your interest – not just inclined to.

Your plan is built around your life, not a model portfolio, and it evolves as your life does. And because great wealth management never happens in silo, we work directly with the other professionals in your financial life (estate attorneys, CPAs, and beyond) so every piece of the plan moves in the same direction.

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.