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You're more than a number.

Greenlight Group's financial services are introduction-only, so we have the space to truly have your back.



You're more than a number.

Greenlight Group's financial services are introduction-only, so we have the space to truly have your back.

Guiding every step of your financial journey–from HENRY*, to hundred-thousandaire, to millionaire, and beyond.

*High Earner Not Rich Yet

Whether you've been stacking your cash for decades, earning enough to scale your nest egg or ready to close up shop and retire for good, everyone is worthy of financial planning and living life on their terms. We're here to help.


HOW WE DO IT

We find wealth in our relationships.


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Every member recieves the highest standard of care in our introduction-only community.

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With you for the long haul.

Not your Dad's financial planning (but probably some of his jokes).

Compass

Financial Planning


Investment

Link

Preservation Planning

Coin

Wealth Management


Retirement



Home-Grown Legacy

We're a family founded organization focused on quality over quantity. While other financial advisors may be more bottom-line focused, we take care in making sure our clients feel at home. We use a combination of planning, coaching, and mindset to help clients grow their legacy, and rely on our honest, family-values to create a tight community of people just like us.

OUR STORY

Live a little or a lot, but plan for the good life™.