Greenport Financial Advisers Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,828,655
Clients
129
Advisors
3
across 2 offices
About
Greenport Financial Advisers provides investment advice to individual clients — including high‑net‑worth and non‑HNW individuals — as well as pension and profit‑sharing plans and corporate clients, delivering portfolio management, advisory consulting, and qualified plan consulting. The firm is a small, multi‑advisor RIA that has been operating since 1989 and manages roughly $72 million for a modest client base.
The firm offers both discretionary and non‑discretionary, customized portfolio management built around written Investment Policy Statements, ongoing supervision, and periodic rebalancing. In constructing portfolios Greenport may select mutual funds, ETFs, fixed income, private money managers and alternative investments, and it routinely places clients into sub‑advisers or manager solutions when appropriate.
Compared with many peers, Greenport emphasizes a broader consulting role for employee benefit plans — including plan design, platform selection, participant enrollment, payroll coordination, and annual fiduciary meetings — and also provides limited advisory assistance to owners of privately held businesses considering buy‑ or sell‑side transactions. The firm also maintains solicitor referral arrangements (paying outside consultants a portion of advisory fees) and uses a primary custodian relationship that supplies research and other services, both of which are noted potential conflicts disclosed in its brochure.
Client services
Expertise
Occupation focus
Fee options
1.50% annually
$150 - $175 per hour
Main office
See office1376 S. Main St
North Canton OH 44720
Advisors at this office
2
Offices (2)
Most active in
Ohio · Texas
Also doing business as
Greenport Financial Advisers Inc · Greenport Financial Advisers Inc. · Greenport Financial Advisres Inc. · Navigator Financial Advisers Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Kulanan M
Series 66
North Canton, OH
Greenport Financial Advisers Inc.
Kulanan Monroe is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, with 13 years of industry experience. He holds the Series 66 designation and has been with Greenport Financial Advisers since 2012. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small business clients. The firm offers portfolio management, advisory consulting, and qualified plan consulting services, using customized investment policy statements and a range of investment vehicles such as mutual funds, ETFs, fixed income, private money managers, and alternative investments.
Douglas G
Series 65
North Canton, OH
Greenport Financial Advisers Inc.
Douglas Griffing is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, holding a Series 65 designation with 13 years of industry experience. He has been with Greenport Financial Advisers since 2012. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small businesses. The firm offers portfolio management, advisory consulting, and qualified plan consulting services, utilizing customized investment policy statements and a range of investment vehicles tailored to client objectives.
William G
Series 63, Series 65
North Canton, OH
Greenport Financial Advisers Inc.
William Griffing is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Greenport Financial Advisers since 2001. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small business clients. The firm provides portfolio management, advisory consulting, and qualified plan consulting services, utilizing customized investment policy statements and a range of investment vehicles to meet client objectives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")