It’s critical that you understand this about us—Green Ridge Wealth Planning is a fee-only fiduciary. That means we have a legal and ethical obligation to put your financial interests before our own. We don’t take commissions, we don’t sell products, and we have no hidden objectives. We just do real wealth management.
We select clients who can attain, or have attained, the level of wealth where sophisticated management makes sense for them. Our registered financial planners work exclusively with business owners, individuals and families who are dead serious about growing and preserving their wealth. Period.
Our team delivers Wall Street experience without the corporate bullshit, meaning you get quality advice from people that know who you are and what makes you tick.
Great wealth management doesn’t happen in a silo. Our team collaborate with everyone in your financial ecosystem to make sure you’re primed for long-term success.
Registered financial planners
CPA’s and tax advisors
Estate planning specialists
Frankly, this approach is why our clients are getting the long-term financial results they expect.
“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.
“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 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.
“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.
Learn & Connect
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.