A complete list of active advisors currently associated with Greenhill Financial Partners
Warmer can help you find a great advisor at Greenhill Financial Partners or one who fits your needs even better.
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.
To learn more about the advisors currently working at Greenhill Financial Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Montpelier, VT
| 17
| |
Montpelier, VT
| 2
| |
Montpelier, VT
| 3
|
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