At Green Ridge Wealth Planning, we go beyond traditional financial advising
We’re not just number crunchers—we’re trusted confidants, business-minded strategists, and partners in your financial journey.
We take the time to know your story, understand your values, and align our strategies with what truly matters to you. Whether it’s navigating critical business decisions, planning for your future, or being the call you make when financial questions arise, we prioritize personal connection and trust above all else.
Wealthficiency™: A Smarter Approach to Wealth.
True wealth management isn’t just about investments—it’s about ensuring every piece of your financial life works together efficiently. That’s why we created Wealthficiency™, a process designed to eliminate gaps in your financial strategy by seamlessly integrating tax strategy, legal considerations, life insurance, and estate planning. This approach maximizes your wealth-building potential and protects your legacy, so you’re never leaving money—or opportunities—on the table.
Wall Street Expertise, Main Street Mindset.
Green Ridge was built by entrepreneurs who understand your journey. Our CEO’s firsthand experience in business ownership, including scaling a family business, provides real-world insight.
Through firsthand experience, we understand what it means to manage growth, navigate uncertainty, and make tough financial decisions that impact not just your business, but your family and future.
Whether you’re growing your business, planning your exit strategy, or securing long-term financial independence, we guide you through.
“I am a difficult client (very) – lots of financial complexity….and (lots) of questions. They handle it all with such ease and clarity – and dare I say, joy. I just cannot say enough good things about the whole GRWP team….they have exceeded all expectations.”
Our Commitment: Results, Not Excuses
We believe in accountability and transparency. That’s why we stand behind our work with an uncommon guarantee:
If you’re not happy, we’ll refund your last fee and help you move to your next firm.
At Green Ridge, you’re not just hiring an advisor—you’re gaining a financial partner who’s as invested in your success as you are.