What We Do
Our firm was designed to challenge the status quo of outdated, cookie-cutter wealth planning systems and we are committed to pursuing that passion every day. Our goal is to deliver this experience for entrepreneurs, individuals and families who refuse to settle for mediocrity. With Wall Street experience and a Main Street mindset, we understand the intricacies of successful planning and management, along with the nuances and complexities of each individual relationship. As fiduciaries we act ONLY in the best interest of our clients.
How We Do iT
We don’t sell, we serve.
First and foremost, Green Ridge is a fiduciary fee-only firm. We don’t sell products and don’t earn commissions, and are morally, ethically, and legally obligated to guide you to your best outcome.
Most successful people know that big bank “set-it-and-forget-it” plans aren’t worth the fees. That’s not us, and it never will be. We’re here to make sure your money and your plan work as hard by making it custom to you. Great wealth management doesn’t happen in a silo. Our team collaborates with everyone in your financial ecosystem to make sure you’re primed for long-term success.
Who We Serve
Our clients are builders, doers, entrepreneurs, professionals with packed schedules and full lives. They don’t have the appropriate time to dedicate to their finances in a way that is meaningful and impactful. 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.
RECENT INSIGHTS
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Blog
Why Smart Investors Welcome Market Declines (And You Should Too)
Let’s face it—market downturns aren’t fun. Watching your portfolio dip can trigger anxiety, second-guessing, and even panic. But here’s the twist: those uncomfortable moments could be your greatest opportunity. Given […]
Whitepaper
Podcast