A complete list of active advisors currently associated with GreenLife Advisors, LLC
Warmer can help you find a great advisor at GreenLife Advisors, LLC or one who fits your needs even better.
GreenLife Advisors, LLC provides fee-only financial planning, ongoing investment management, and group educational seminars and speaking engagements to individuals (including high-net-worth clients) as well as businesses and other organizations. Services range from comprehensive or limited financial planning — covering retirement, tax planning, estate information, employee benefits, cash flow, and college or education funding — to continuous portfolio supervision. The firm primarily follows a passive investment approach, building asset-class diversified portfolios using index mutual funds and ETFs and setting asset allocation targets through individualized investment policy statements. It also uses fundamental and cyclical analysis when evaluating holdings, conducts quarterly account reviews, and operates under a stated fiduciary standard in delivering advice and implementation. A distinctive feature is the firm’s provision of public seminars and tailored speaking engagements, which it may offer pro bono or for a fee and which are presented as purely educational rather than individualized advice. Operating at a modest scale (managing roughly $19.8 million across a small client base), the firm is strictly fee-only, does not accept commissions, and implements trades on an individual-account basis rather than through aggregated block trading.
To learn more about the advisors currently working at GreenLife Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Harrison, NY
| 6
|
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