A complete list of active advisors currently associated with Greenfield Financial Services, LLC

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

Greenfield Financial Services, LLC is an independent, single‑advisor firm that provides ongoing portfolio management to individual and high‑net‑worth clients, overseeing about $2.51 million in client assets for a small client base. The firm prepares an Investment Policy Statement for each client and implements portfolios using mutual funds, equities, bonds, ETFs, insurance products (including annuities), and government‑linked securities. The firm typically operates primarily on a non‑discretionary basis, meaning clients generally retain final approval over transactions — a practice that is uncommon among independent firms. Its investment process incorporates technical analysis and a mix of long‑ and short‑term trading, documents client risk tolerances in the IPS, and is reviewed monthly by the sole advisor. GFS manages all client assets internally rather than selecting third‑party managers, allows clients to direct brokerage while recommending custodial services, and reports no receipt of third‑party sales compensation or soft‑dollar benefits. The brochure also discloses an administrative proceeding initiated in May 2023 in its disciplinary history, which is noted in the firm’s disclosures.

To learn more about the advisors currently working at Greenfield Financial Services, 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.