Who We Are:  
Our firm was designed to challenge the status quo of outdated, cookie-cutter wealth planning systems, and we are committed to pursuing that passion every day.

How do we challenge the status quo?  

- By knowing clients' finances better than they do and guiding them through a customized experience.

- By being a licensed fee-only fiduciary. That means we, unlike many competitors, cannot sell products for commission.

- By cultivating a team approach that feels like family—not the obligatory family, but the trusted family you want to be around.

- By creating a community of clients and professionals to enrich your lives through networking and opportunities.

Our mission is to deliver this experience for entrepreneurs, families, and businesses who refuse mediocrity. With Wall Street experience and a Main Street mindset, we understand the tactics for successful planning, as well as the nuances of each relationship.

How did this become our process? It was forged from the real-world experience of our founder, a battle-tested entrepreneur who knows what it takes to thrive in business and finance. His experience shaped our focus into 3 crucial points:

1) Clear communication and collaboration between professionals (money, tax, legal, etc.) so clients make informed decisions.

2) Proactive advice to stay ahead of opportunities or threats.

3) Accountability—who is responsible for next steps, when they're due, and how those steps are communicated.

Most successful people know that big bank “set-it-and-forget-it” plans aren’t worth the fees. That’s not us. We make sure your money and plan work as hard as you do by making it custom to you.

At Green Ridge, we don’t sell; we serve. You’re not just a client—you’re family. You are part of an experience our clients say they haven’t found elsewhere. We’re not just planners—we’re partners in helping you achieve your goals. 

Schedule your consultation today.

Green Ridge Wealth Planning

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