A complete list of active advisors currently associated with The Green Group Finance, LLC

Warmer can help you find a great advisor at The Green Group Finance, LLC or one who fits your needs even better.

The Green Group Finance serves a very small roster of clients, including individual investors and employer plan sponsors, and offers investment management, project-based financial planning, and retirement plan consulting. The firm operates on a fee-only basis and primarily uses percentage-of-AUM billing for ongoing investment management. The firm’s stated investment process emphasizes modern portfolio theory and factor-based analysis (the Fama–French five-factor model), combining passive and active funds and offering socially conscious (ESG) options when requested. Portfolios are tailored to clients’ objectives and constraints, with discretionary trading authority disclosed in the brochure and quarterly reviews of accounts. Noteworthy aspects include an affiliation with an accounting and tax practice owned by the firm’s principal, a relationship the brochure discloses as a potential conflict of interest with mitigation measures in place. The firm is atypically small for a supported advisory—one adviser, five clients and about $727,050 in AUM—while maintaining dual professional credentials (CFP and CPA) and having added retirement plan consulting and a shift to discretionary-only trading in recent disclosures.

To learn more about the advisors currently working at The Green Group Finance, 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
Peter Brangwin	Lawrenceville, GA	1

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