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 individual clients—including both non‑high‑net‑worth and high‑net‑worth individuals—and to pension and profit‑sharing plans (but not plan participants). As of December 2025 the firm reported roughly $383.8 million in discretionary assets and primarily advises on exchange‑traded funds while also investing in stocks, bonds and mutual funds. The firm implements client strategies through firm‑developed model portfolios and discretionary authority, conducting ongoing monitoring and rebalancing and, in many cases, not permitting clients to restrict specific model holdings. Green Ridge’s disclosures note it may combine related household accounts for fee breakpoints, aggregate trades across advisory accounts, and permit margin or other borrowing in client accounts. Distinctive operational details in the brochure include a custody disclosure tied to standing letters of authorization (SLOAs), which the firm treats as limited custody and addresses through custodian safeguards rather than an independent surprise examination. The firm also uses Schwab’s institutional custody and execution platform and describes receipt of research and business services from that custodian as part of its operational arrangements.

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.