A complete list of active advisors currently associated with Greenline Wealth Management

Warmer can help you find a great advisor at Greenline Wealth Management or one who fits your needs even better.

Greenline Wealth Management is a six-advisor, SEC-registered investment advisory firm that provides discretionary and non‑discretionary portfolio management, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, estates, and retirement plans. The firm also offers ERISA plan services, including both limited‑scope 3(21) consulting and discretionary 3(38) investment manager engagements. Portfolios are constructed around individual client goals, time horizons, and risk tolerances, with ongoing monitoring, rebalancing, and the option to advise on held‑away accounts. Greenline also implements strategies through a third‑party manager network on the Envestnet platform and retains discretion to change managers or portfolios when it considers that appropriate. Noteworthy aspects of the firm include a retirement plan practice that is large relative to its retail assets — the brochure discloses roughly $117 million in discretionary retail assets alongside about $254.5 million of pension consulting assets — and the routine provision of both plan consulting and discretionary plan management. The firm’s principals maintain an affiliated insurance agency and devote a portion of advisor time to insurance activities; the brochure discloses this arrangement and describes procedural safeguards and disclosures intended to address resulting conflicts.

To learn more about the advisors currently working at Greenline Wealth Management, 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.

You can also browse Greenline Wealth Management's office locations.