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Greenhill Financial Partners

Updated today

Client assets under management

$25,532,133

Clients

105

0% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

35

Low

Average account size

$243,163

About

Greenhill Financial Partners serves individuals and business entities with non‑discretionary portfolio management, financial planning and a dedicated divorce financial planning service; the firm charges asset‑based advisory fees and has no stated account minimum. It also advises on commission‑free annuity solutions sourced for fee‑only advisers and emphasizes client education as part of its service mix.

The firm’s investment approach is grounded in Modern Portfolio Theory and strategic asset allocation, selecting professionally managed third‑party model portfolios on the Altruist platform and, where appropriate, combining multiple models into a Unified Managed Account to tailor allocations. GFP operates on a long‑term, goal‑based framework that requires client approval for portfolio changes and conducts monthly account reviews.

GFP is notable among peers for its explicit focus on client education—highlighted by the recent addition of a planner with a background in education and a stated commitment to financial literacy—and for offering divorce financial planning with marital balance‑sheet and settlement analysis. Operationally it requires custody at a single digital platform (Altruist), does not aggregate block trades, and commonly delivers financial planning as a one‑time plan unless additional services are requested, which distinguishes its client engagement model.

Client services

Financial planning Portfolio management Educational seminars or workshops Divorce planning

Expertise

Divorce financial planning Annuities

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Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.75%

Project-based

Divorce Financial Planning: $200/hour; Financial Planning: $150-$250/hour.

Other

Fee-only: Fee-only fiduciary; no commissions or revenue sharing received.

Main office location

Greenhill Financial Partners

18 S Main St

Rutland VT 05701, United States

Number of offices

2

Most active in

Vermont

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Steven M

Series 66

Montpelier, VT

Greenhill Financial Partners

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, Inc., and Heritage Family Credit Union. Morneau serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he reviews policy and financials. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities, using professionally managed model portfolios. The firm emphasizes a long-term, goal-based strategic asset allocation and client education, offering specialized services such as divorce financial planning and fee-only insurance guidance.

Divorce financial planning Annuities
user avatar

Dominic S

Series 66

Montpelier, VT

Greenhill Financial Partners

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial, Vermont State Employees Credit Union, Edward Jones, and Heritage Family Credit Union. In addition to his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities. The firm employs a long-term, goal-based investment approach using professionally managed model portfolios and emphasizes client education and financial literacy.

Divorce financial planning Annuities
user avatar

Kasandra R

Series 66

Montpelier, VT

Greenhill Financial Partners

Kasandra Reid is a financial advisor at Greenhill Financial Partners with two years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise, LPL Financial, and VSECU. Prior to her financial services career, she held roles in education at Montpelier Roxbury Public Schools and Harwood Unified Union School District. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities, using professionally managed model portfolios. The firm emphasizes client education and financial literacy and employs a long-term, goal-based investment approach grounded in Modern Portfolio Theory.

Divorce financial planning Annuities
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