Financial Planning
for the Entrepreneur

Set Up an Intro Call

Wall Street Experience,
Main Street Mindset.

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. 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 nonsense, 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
Mortgage professionals
Estate planning specialists
Business strategists
Attorneys
Frankly, this approach is why our clients are getting the long-term financial results they expect.
Learn More About Us

Firm Partners

Robert J. Mascia

CEO, FOUNDER, Planning & Business Specialist

Robert J. Mascia, CFBS
Jordan Kaufman, CFA, CFP®

PARTNER, CHIEF INVESTMENT OFFICER (CIO)

Jordan Kaufman, CFA, CFP®

Our Services

Investment Management

We focus on three components that are key to the longevity of your investments.

Financial Planning

We plot a course for your financial goals by creating a Life Map.

Business Planning & Strategies

To meet the complex needs of business owners, we focus on three specific areas.

Business Retirement Plans

We help business owners plan, retain and increase value within their business.

Divorce Planning

We carefully help our clients navigate this difficult and delicate time.

Special Needs Planning

We help our clients advocate for loved ones with special needs, whether a child or adult.

What Our Clients Are Saying

  • “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.
    "Best decision that I made when planning who to trust with my future- their financial knowledge, continuous communication, as well as their dedication to their clients is unmatched. Great group of people all around. Highly recommend."
    - Kristen H.
  • “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.
  • “The Green Ridge Wealth Planning group has been an excellent financial partner for more than 8 years now. They are attentive, clear in their communication, easily available as needed, and I truly do mean they feel like partners, not simply advisors. I have confidence and peace of mind knowing they are on top of it and have my family’s best interest in mind and heart.”
    - D. Luke L.

News and Commentary

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.
See All Our Content
Blog

How to Balance Lifestyle Creep with Fun

Blog

Quarterly Commentary

Blog

10 Keys to Prepare Your Business for Sale

Blog

Navigating Social Security: A Guide to Maximizing Your Benefits

1 2 3 25
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram