Greenlight Financial Planning, LLC

Overview

Greenlight Financial Planning, LLC is a small, owner-operated advisory firm organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as a capital allocator and charges clients either a percentage of assets under management or fixed fees. Its core services include bespoke financial planning, discretionary portfolio management, selection of outside advisers, and educational seminars or workshops. Investment activity is skewed toward equities: the firm reports a clear preference for exchange-traded equities as the dominant sleeve of client portfolios. It is not an active ESG investor and is not registered as a multi-state adviser. Given the firm’s business model and service list, investment decisions are likely driven by individualized planning goals and tax considerations, with discretionary mandates that favor liquid, listed instruments for implementation.

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Public Holdings

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Location & Offices