Your Business is Your Greatest Wealth Driver—Plan Accordingly
As a business owner, your company isn’t just your livelihood—it’s likely your most valuable asset. But the same complexities that drive its success can also create financial challenges. Personal and business finances can intertwine, making strategic planning essential. Our comprehensive approach helps you navigate these complexities, maximize your business’ potential, and ensure your wealth works for you.
Built by Entrepreneurs, For Entrepreneurs
Bobby, our CEO, isn’t just a financial advisor – he’s an entrepreneur who understands your unique financial landscape. He built Green Ridge Wealth Planning with a clear vision: to empower business owners with smarter financial decisions.
Beyond his advisory role, Bobby’s experience includes launching and overseeing a family office that manages his family’s network of 18 Dunkin’ locations. His firsthand involvement in business acquisition, growth, and operations provides him with real-world insights.
Who Is Business Planning For?
Business planning is for owners and founders who:
- Have a proven concept and are experiencing rapid growth.
- Have done the bare minimum in financial planning and need clarity.
- Are starting to think about retirement.
- Are considering selling their business.
Our Business Planning Strategies
Every entrepreneur’s journey is unique, but we’ve worked with enough business owners to recognize the patterns. That’s why our process and technology are designed specifically for people like you.
It all starts with a conversation. Where is your business today? How did you get here? What are your biggest priorities and concerns? Most importantly—what do you want your future to look like? From there, we develop a plan designed to evolve as your business grows.
Business planning isn’t static. Tax laws change. Markets shift. Your business will continue to evolve. We make sure your plan keeps up, so you stay in control.
We also understand that when you’re running a business, financial planning often gets pushed to the back burner. That’s where we come in. You focus on your business—we’ll take care of you.