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.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be 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.
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This Office

500 Mamaroneck Ave Suite 320 Harrison, NY 10528-1600 Phone: +1 (914) 315-4755

Primary Office

500 Mamaroneck Ave Suite 320 Harrison, NY 10528-1600 Phone: +1 (914) 315-4755