A complete list of active advisors currently associated with Greenberg Financial Group

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

Greenberg Financial Group is an SEC‑registered, team‑based advisory firm of six advisors managing roughly $407 million for about 800 client relationships. The firm provides discretionary portfolio management and ongoing advice to individuals (including high‑net‑worth clients), 401(k)/pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, along with retirement planning, education funding, cash‑flow management and financial planning. Portfolios may include mutual funds, ETFs, individual equities, bonds, options and model portfolios, with strategies that emphasize asset allocation, market timing and dollar‑cost averaging; the firm may use margin and options and, when suitable, fixed indexed annuities to address downside risk. Clients receive a written investment profile and periodic reviews, accounts are monitored continuously by an internal investment team, and performance is compared quarterly to the S&P 500. Compared with many peers, Greenberg runs an active public education program—producing a weekend radio and Sunday television show called Money Matters, daily market updates, and periodic free investment workshops and classes. The firm is also registered as an insurance agent and offers variable annuities, life and long‑term care products; the brochure discloses this dual role and describes internal disclosures and review procedures to address the attendant conflicts, and the firm’s pension consulting can include serving as a 3(38) co‑fiduciary for ERISA plans.

To learn more about the advisors currently working at Greenberg Financial Group, 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.