A complete list of active advisors currently associated with Green Ridge Wealth Planning LLC

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

Green Ridge Wealth Planning LLC provides discretionary portfolio management, standalone financial planning, and pension consulting to individuals (including high-net-worth clients) and to pension and profit‑sharing plans (but not plan participants). The firm reports roughly $383.8 million in discretionary assets under management, five advisors, and about 283 clients, and it offers written financial plans and plan‑level services such as participant education. Investment advice is delivered through firm‑developed model portfolios that emphasize ETFs and may include individual stocks and bonds, with ongoing monitoring and periodic rebalancing tied to each client’s objectives and risk tolerance. The firm requires discretionary authority for managed accounts and discloses that it may use margin—requiring client margin agreements—so borrowing can be an element of its separately managed account activity. Distinctive features in the brochure include a stated practice of providing pension consulting and education to plan sponsors and participants alongside individual wealth management, and $51.1 million reported as assets under advisement for non‑discretionary services. Green Ridge also routinely directs custody and trading through Schwab Advisor Services and explicitly discloses no affiliations with banks or law firms, which differs from the small subset of peers that have such industry relationships.

To learn more about the advisors currently working at Green Ridge Wealth Planning 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.