The Green Ridge Difference
At Green Ridge, we’re an independent wealth management firm that’s not here to fit into the traditional mold. We’re here to break it.
We don’t just want your business—we want to earn your trust. That means we won’t sugarcoat advice or push cookie-cutter solutions. Instead, we provide customized, real-world strategies tailored to your personal, financial, and business goals. We roll up our sleeves, speak your language, and tackle the challenges that matter most to you.
As a registered fiduciary, we are mandated to put your needs above our own. We never sell products and don’t charge commissions.
8-Week Onboarding Plan:
A Seamless Start.
Starting a new advisor relationship can feel overwhelming, our 8-week onboarding plan ensures a smooth transition. This structured roadmap converges our approach with your goals to create a foundation for success.
We Get You Because We Are You
Most advisors have never built or run a business. We have. Our CEO founded a family office that acquired and scaled his family’s 18 Dunkin’ locations and, along with his partner, built Green Ridge from the ground up.
We’ve navigated growth, balanced personal and business finances, and made the tough calls, just like you – allowing us to provide honest, peer-level advice to our business-owner clients.
We Actually Do What Others Only Say They’ll Do.
Every advisor claims to be trustworthy and relationship-focused. That’s the bare minimum. The difference? We back it up.
No excuses—just real accountability.
How We Work:
A Strategic, Proactive Approach
Proactive, Not Reactionary
We don’t chase trends or make impulsive moves. We focus on goal-oriented, long-term, strategic wealth management, ensuring sustainable success rather than short-term wins.
Innovation That Gives You an Edge
We continuously evolve our processes to help clients stay ahead. Wealthficiency™, our proprietary approach, eliminates financial inefficiencies, while our 8-week onboarding plan provides clarity and structure from day one.
Business & Wealth Strategies That Go Beyond Finance
True wealth planning integrates tax strategy, legal considerations, estate planning, and risk management—ensuring every aspect of your financial life is working together.
If you’re ready for advice rooted in real-world experience, backed by a team that truly understands business and wealth-building, let’s talk.
HOW MUCH DO FINANCIAL PLANNERS CHARGE?
When you work a with financial planner at a big Wall Street Firm, only a portion of your fee goes to the financial planner, with the rest distributed to the home office. That’s why most managers aim to recruit as many clients as possible. With Green Ridge Wealth Planning, your team is the home office. With fewer clients to manage, we can spend more time with each of you to give you the service you deserve.
Furthermore, big-firm advisors are incentivized to sell you products and charge you commisions. We believe this creates a conflict of interest, and we simply do not do it.
At GRWP, our fees are fully transparent and are determined by the amount of assets managed. Our typical account minimum for asset management is $1,000,000, but we also don’t view people as a number. We like growing with people who want to grow with us!
