GreenLife Advisors, LLC

We are a fee-only financial planning firm providing unbiased objective advice. We work on an hourly or flat fee basis. We educate and empower families like yours without judgements. 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.