A complete list of active advisors currently associated with Green Financial Management, LLC
Warmer can help you find a great advisor at Green Financial Management, LLC or one who fits your needs even better.
Green Financial Management, LLC is a single‑advisor registered investment adviser that provides discretionary portfolio management primarily for individual investors and small businesses, and, when requested, retirement planning and insurance‑related services. The firm manages roughly $55 million in discretionary assets across about 137 client accounts and operates under written advisory agreements tailored to each client. Portfolios are managed on an individualized, discretionary basis with ongoing supervision and rebalancing; the firm uses a mix of analytical approaches — including fundamental and technical analysis, Modern Portfolio Theory, and both long‑ and short‑term trading strategies (occasionally including margin) — depending on client objectives and risk tolerance. Custodial and execution services are generally provided through a recommended custodian platform (the firm maintains a custodial services agreement with Fidelity and may request clients use that platform), and accounts are reviewed at least quarterly. A distinctive aspect of the firm is its affiliation with a licensed insurance agency: it offers and sells life, variable life, accident, health, long‑term care and other fixed insurance products and receives customary insurance commissions for those sales, a potential conflict of interest the firm discloses. The brochure notes that insurance activity is ancillary to advisory services (approximately two hours per week on average), and clients are informed they are not obligated to purchase insurance products through the firm.
To learn more about the advisors currently working at Green Financial Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, AL
| 17
|
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