
Taking a Holistic View of Your Portfolio
When managing your investments, it’s important to take a holistic
At GreenRock Advisory, you are at the center of everything we do. We listen to understand your unique aspirations for yourself and your family. By addressing your concerns and tailoring strategies for you, we’re dedicated to supporting your success every step of the way. Come experience the GreenRock difference.
We are an independent registered investment advisory firm, serving as fiduciaries dedicated to supporting affluent and high-net-worth individuals. Our primary aim is to strategically invest in ways that empower our clients to achieve their long-term financial goals.
The individual clients we serve include business executives, entrepreneurs, and health care professionals.
We are aligned with our clients. We do better when our clients do better.
We prioritize our clients’ needs by executing our investment strategy independently. We avoid affiliations with banks, investment managers, and broker/dealers. Additionally, we refrain from selling products that generate commissions such as insurance and mutual funds.
We invite you to explore how GreenRock’s unique and insightful qualities drive what we do.
We firmly believe that genuine care involves honesty—telling the truth rather than catering to what people want to hear. This principle often stands out as rare in our industry.
MBA graduate from The Ohio State University, specializing in investments, finance & economics
Based in Ohio, serving clients in more than 11 states.
FINRA Series 65 License
Over 15 years of corporate executive and strategy expertise with a Fortune 10 company, launching some of the most innovative products in the healthcare industry
“Discerning investors today know the economic and market landscape is shifting. Our independence allows us to think strategically, different from many in our industry, and prioritize the best interests of our select clientele.”
Freed from larger firms’ bureaucracy, we prioritize a select clientele. This allows us to offer agile and focused attention to those we serve.
Assets are securely held at our partner custodian, Charles Schwab.
Our philosophy revolves around supporting clients in realizing their long-term aspirations, allowing us to adopt a forward-looking and long-term strategic approach to your investment strategy.
Our business model prioritizes transparency to minimize any conflicts of interest—no commission products or inherent biases in our recommendations. The only interest we have in our guidance and recommendations is what is in your best interest.
We retain our strategic investment strategy in-house. In addition, emphasizing cost-effective investment vehicles, we reduce expenses by minimizing actively managed mutual funds and other high cost products.
Our work process involves a thorough assessment, tailored strategy development, and ongoing management to ensure optimal results for your financial goals.
Discover how GreenRock’s eco-friendly solutions have transformed lives—hear from satisfied clients who’ve experienced our sustainable impact firsthand.
Stay informed with our latest blog posts, offering valuable insights and updates on investment trends, financial planning, and market analysis.
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