A complete list of active advisors currently associated with Green Era Financial LLC

Warmer can help you find a great advisor at Green Era Financial LLC or one who fits your needs even better.

Green Era Financial LLC provides discretionary asset management to individual and high‑net‑worth clients and also serves retirement plan sponsors in a limited‑scope ERISA 3(21) fiduciary capacity. The firm delivers ongoing portfolio management, investment selection, and plan monitoring, and its most recent filing notes it no longer offers standalone financial planning or uses sub‑advisors and now enforces a $500,000 account minimum. The firm’s investment process draws on a range of methods — including fundamental, technical and charting analysis — and applies modern portfolio theory and Monte Carlo analysis to set allocations and assess probabilities; accounts are reviewed quarterly and managed on a discretionary basis. Clients are required to establish custody with a qualified custodian (the firm requires use of Altruist), the firm may aggregate trades for execution, and it places certain ERISA plan clients into a Betterment wrap program for custody and execution. Noteworthy differences from many peers include an affiliation with the insurance business: a firm principal operates as an independent insurance agent, spending roughly 5% of their time on that activity and potentially offering commission‑based insurance products (a disclosed conflict the firm says it mitigates). The firm also receives reimbursed technology and other economic benefits from its custodian relationship with Altruist, which the brochure discloses creates an incentive to maintain client assets on that platform.

To learn more about the advisors currently working at Green Era Financial LLC, 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.