A complete list of active advisors currently associated with Greenbush Financial Group, LLC

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

Greenbush Financial Group, LLC provides investment advisory and financial planning services to individuals, trusts, and employer-sponsored retirement plans. The firm’s offerings in the brochure include discretionary asset management, full and modular financial planning, investment consulting, and retirement-plan consulting and participant education through its proprietary Active(k) solution. The firm combines fundamental and technical analysis to inform portfolio management and investment recommendations, delivering both ongoing discretionary management and one‑off consulting engagements. It also distributes informational newsletters and videos to clients and—when clients meet the SEC’s “qualified client” threshold—may use performance‑based fee arrangements tied to capital appreciation. Several operational features in the brochure distinguish Greenbush from many peers: certain advisors are independently licensed insurance agents who may receive commissions and referral-related compensation, and one owner is president of an affiliated accounting firm, Wojeski & Company, CPAs, PC, with reciprocal referral arrangements disclosed. The firm also discloses receipt of marketing and travel reimbursements from product sponsors, uses third‑party referral agreements, and manages about $616.5 million with a four‑advisor team serving 648 clients, a relatively concentrated advisor workload for a small team.

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