A complete list of active advisors currently associated with Greater Good Financial

Warmer can help you find a great advisor at Greater Good Financial or one who fits your needs even better.

Greater Good Financial LLC is a state-registered investment adviser that provides individualized investment management and ongoing comprehensive financial planning to individuals (including high-net-worth clients) and charitable organizations. The firm’s planning service uses an online planning portal and an onboarding process with follow-up reviews, and it documents client‑imposed investment restrictions in writing. The firm emphasizes asset allocation as the foundation of portfolio construction, employing both strategic rebalancing and tactical tilts and combining passive and active investment vehicles guided by fundamental analysis and third‑party research. It also offers socially responsible investing options and will construct customized portfolios of individual securities when clients request values‑based exposures. Distinctive aspects of GGF’s disclosure materials include the presentation of hypothetical performance in its public materials, a practice that is uncommon among independent advisers, and the inclusion of modeled allocation illustrations and annual performance reporting as part of client communications. The brochure also outlines the firm’s custody and execution arrangements with an independent institutional custodian and describes how institutional‑level services and research are used in managing client accounts.

To learn more about the advisors currently working at Greater Good Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Murphy	Apple Valley, MN	18

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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