Green Ridge Wealth Planning
It's critical that you understand this about us—Green Ridge Wealth Planning is a fee-only fiduciary. That means we have a legal and ethical obligation to put your financial interests before our own. We don't take commissions, we don't sell products, and we have no hidden objectives. We just do real wealth management.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Investment Management
- Financial Planning
- Business Planning
- Business Retirement Plans
- Divorce Planning
- Special Needs Planning
Sentiment Analysis
If you are looking for a fresh and introspective wealth planning strategy simply read a Green Ridge Wealth Plan Blog, or sign on for a Live Facebook presentation.
Most beneficially, they have helped grow our portfolio performance significantly in the past year and plan for an early retirement.
Bobby, Jordan and team are like having a huge financial services juggernaut delivered in a small and mighty team.
Bobby has been able to guide in the right direction aligned with our business's growth, as well as help us create a network of professionals who know what they are doing and care about the growth of our business.
Short term and long term planning is provided and a clear path will be presented to you in easy to understand language.
It’s because they are also incredibly kind, trustworthy, and patient that makes us so glad they are our financial advisors for over five years now.
The communication is fantastic, I am clear on their thought process, I love that they have an opinion and are really follow the markets.
As our needs have changed over the years GWRP has adapted to our changing goals and kept us focused on outcomes-based planning.
Bobby and his team have been such an asset to my family and to my business, from providing invaluable investment management and asset growth to strategic planning for our retirement, kids' college and business expansion.
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