About GREENSTAR ADVISORS
GREENSTAR ADVISORS is a leading financial advisory firm dedicated to providing comprehensive financial planning and wealth management services to its clients. With decades of combined experience, their team of experts is committed to helping individuals and businesses achieve their financial goals through tailored and holistic solutions.
How does the advisor help clients – Key Takeaways:
- Personalized financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Risk management
Facts and Insights
As of 2021, GREENSTAR ADVISORS manages over $1 billion in assets under management, making them one of the top advisory firms in the country. With a team of 15 experienced advisors, they have successfully served numerous clients in achieving their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 15 | Over 20 years |
Financial Services Offered
- Investment management
- Financial planning
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Risk management
Client Types
GREENSTAR ADVISORS caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. They also work with clients from different industries, including healthcare, technology, and real estate.
Fees & Compensation
GREENSTAR ADVISORS operates on a fee-only structure, which means they do not receive any commissions or incentives for recommending specific products or services. This ensures that their clients receive unbiased and objective advice that is solely based on their best interests.
Background
GREENSTAR ADVISORS was founded in 1999 by financial experts with a shared vision to provide top-notch financial planning and investment management services. Their team consists of highly qualified professionals with advanced degrees and industry certifications, ensuring that their clients receive the best possible guidance and support.
Financial Advisor Disclosures to Know
GREENSTAR ADVISORS understands the importance of transparency in the financial advisory industry, and as such, they provide all disclosures required by the Securities and Exchange Commission (SEC) and other regulatory bodies. Their team is committed to acting in their clients’ best interests at all times, and they strive to maintain an open and honest relationship with their clients.