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 provides personalized financial planning, investment consulting, discretionary asset management and retirement-plan advisory services to individuals and employer-sponsored plans. The firm offers full and modular financial plans, ongoing portfolio management held at a qualified custodian, participant-level education and a proprietary employer retirement-plan solution called Active(k). The firm employs both fundamental and technical analysis and conducts continuous monitoring and discretionary trading for managed accounts. For clients who meet the “qualified client” threshold, Greenbush may offer performance-based fee arrangements tied to capital appreciation with high-water-mark protections; its representatives are also licensed to sell insurance and may receive commissions on insurance product sales. Greenbush is notable for managing over $616 million of client assets with a relatively small advisory team, and for combining ERISA-focused plan consulting (both fiduciary and non-fiduciary services) with retail advisory work. The firm discloses an affiliation with an accounting practice, receives periodic marketing or travel reimbursements from product sponsors, and distributes newsletters and videos to clients.

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.