GreenLife Advisors, LLC
We are a fee-only financial planning firm providing unbiased, objective advice. We specialize in planning for families, many of whom are first-generation Americans, foreign-born, and/or LGBTQ+. These communities face unique obstacles to long-term financial security. We educate and empower families like yours without judgment and provide an inclusive and welcoming environment. We have worked in the asset management and planning industry for 26 years with Goldman Sachs, PIMCO, GenSpring Family Offices, and 400 Capital Management. We hold the CFP® and CFA® designations.
We offer 3 service tiers to fit your needs.
1) Comprehensive Wealth Management Services: When we holistically manage your financial life and allow you to focus more on your day-to-day life. Both comprehensive financial planning and investment management advice for one low transparent fee.
2) Investment Management Services: When you require just investment management services. Fee based on assets under management.
3) Hourly Services: As it sounds like...by the hour billing.
Schedule a free consultation to get started.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.