A complete list of active advisors currently associated with Greenport Financial Advisers Inc.

Warmer can help you find a great advisor at Greenport Financial Advisers Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Greenport Financial Advisers Inc., 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.