Education,
not persuasion.
Our job is to help you to understand the options you have and to offer guidance on the many financial decisions you'll face in life.
We do this through education, not persuasion.
We are not here to sell you anything, we are here to be your partner and help you with your finances.
We are active and different.
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Assessment of your goals, time frames, risk tolerance and risk capacity
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Detailed and in-depth financial planning and retirement planning
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Asset allocation recommendations tailored to you
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Portfolio construction and design to meet your needs
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Continuous portfolio monitoring, rebalancing and maintenance
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Proactive management with clear communication
Wealth management,
redefined.
We choose investments that are in line with your goals.
Through our individualized approach, we'll gain an understanding of your specific goals, time frame, risk tolerance and risk capacity.
We'll be by your side to guide you through various investment methodologies, allowing you to make confident, educated decisions.
Together, we'll determine the balance of risk and potential return that you're comfortable with.
As an independent Registered Investment Advisor firm, we are not limited to a specific pool of investments to choose from or restricted to proprietary funds (as is the case with many Wall Street firms and insurance companies).
There's no such thing as a
one-size-fits-all portfolio
You are unique. You have a unique financial situation, goals that are your own, needs that are specific to you and things that you care about that may differ from others.
That's why every portfolio we build is custom-designed and tailored to you and your specific situation.
Where your money is held.
Our primary custodian is Altruist Financial LLC.
Altruist is an all-in-one digital brokerage platform* that helps us provide you with a great experience. We chose Altruist so that we can offer you:
Digital Client Onboarding: open accounts online in minutes.
Lower Fees: Altruist does not charge trading commissions on equites and ETFs or account maintenance fees on most account types. For Altruist's current Fee Schedule, go here.
Beautiful user experience with a mobil app where you can track your investment progress, see what holdings you own, make deposits and withdrawals and view your transaction history.
With Altruist, more of our time can be focused on serving you. Whether it's managing your portfolio, performance reporting, or client onboarding, Altruist enables us to streamline operations, freeing up more time to work with you.
Real-time dashboard.
We use RightCapital as our primary financial planning software. This software utilizes cutting edge technology including a live dashboard that syncs with all of your accounts (even student loans and mortgage accounts).
With RightCapital you also get access to an app on your phone that has budgeting and planning functions. When you change something in your budget, it feeds right back into your financial plan.
Your other options.
What we typically observe in the marketplace
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Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This information should not be considered as investment advice or as a recommendation. Investors should always consult a firm's disclosure statements before making any decisions about what is right for the investor. Green Era Financial LLC ("Green Era Financial" "Green Era") is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. A copy of Green Era's current written disclosure statement discussing Green Era's business operations, services, and fees is available upon request.
An investment in you.
Our in-depth wealth management models help our clients:
• Feel more confident in their money
• Have more time to spend with their family
• Find peace of mind in their financial future
Wealth management
services.
Access to our premier financial planning software
Hands-on investment management
Tailored-to-you portfolio design
Tax-advantaged investment planning
Risk capacity assessment
Detailed financial life planning
Tax reduction planning
Risk management review
Retirement planning
Company benefit planning
Estate preservation planning
Equity compensation planning
Cash flow & budgeting
Charitable giving planning
Insurance review & planning
College saving planning
Debt management
Quarterly review meetings, thorough Annual Review Strategy meetings + check-ins as needed
Assets Under Management
Annual Fee
Monthly Fee
Up to $500,000
1.5%
0.125%
$500,001 to
$1,000,000
1.25%
0.104%
Over $1,000,000
1.0%
0.083%
A full breakdown and detailed description of our fees, how they are calculated and billed is available upon request. Please email us at service@greenerfinancial.com for a copy of our disclosure documents that contain all of these details.
Specialized financial planning.
This service is appropriate for clients who need detailed assistance with individual topics. Typical topics reviewed in a financial plan may include but are not limited to:
Personal net worth statement
Cash flow analysis
Comprehensive risk management plan
Retirement strategy
Long-term investment plan
Tax reduction strategy
Estate preservation planning
Financial goals review
Investment allocation review
College saving planning
Debt payoff strategy
Charitable giving planning
Equity compensation planning
This is a one-time plan designed for those who need intensive review of specific areas of their finances.
Cost: $1,000 - $10,000 depending on complexity
A full breakdown and detailed description of our fees, how they are calculated and billed is available upon request. Please email us at service@greenerfinancial.com for a copy of our disclosure documents that contain all of these details.
If our standard services do not fit in your current budget, please email us at service@greenerafinancial.com and let us know about your situation so that we can discuss and help where possible.
Working with Green Era Financial.
a pain-free process, designed with you in mind
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1. Schedule a time.
This is a short introductory call for us to get to know each other. On this call, you'll be able to outline your financial concerns, desires and wishes for the future.
2. Meet with us.
In this conversation, we'll share how we work with clients, costs of services and will determine if we are the right advisors for you.
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3. Think about it.
After meeting, we'll send a recap email with next steps so that you have an understanding of what working with Green Era Financial looks like before making a decision.
Schedule a complimentary discovery call
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📍Based in Clearwater, FL
🖥️ Virtually serving clients nationwide
*Brokerage products and services are provided by Altruist Financial LLC, Member FINRA/SIPC. Altruist is not affiliated with Green Era Financial LLC.
Green Era Financial LLC (“Green Era Financial”, “Green Era”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Green Era Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Green Era Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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