Big Firm Capabilities With A Personal Approach

As independent professional advisors whose assets are tied to Raymond James Financial Services, Inc., we offer the best of both worlds to our clients: the responsiveness and personalized service of an independent boutique and the safety and security of a large, established firm.

Our attention is always where it should be: on you, your wealth, and your legacy.  Not on proprietary financial products that benefit our own bottom line more than our clients, like the approach of some of the larger, publicly-traded firms who answer to Shareholders first, not their clients.

We offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.


The Green Financial Method™

Analyze. Plan. Invest. Repeat.

Our thoughtful and comprehensive approach to portfolio management is a core strength at Green Financial Group. We engage in a tactical asset allocation process where we identify, through technical analysis, whether the broad trend of the market is up or down. We do not believe in the typical advisor’s “buy and hold” approach, or as we call it, the “sit and take it” approach. We prefer to proactively allocate funds to stronger asset classes, getting out of the currently weaker asset classes, and helping to minimize losses. Over the lifetime of your wealth management with us, we will constantly be evaluating and re-evaluating our plans and choices to ensure that we’re staying nimble and responsive to the market, continuing to protect the wealth and assets you’ve worked so hard to earn.

Deep Expertise In The Oil & Gas Industry

Based in Houston, Texas, we have helped hundreds of oil & gas professionals prepare for and enter into retirement. We understand the intricacies of your benefits plan, can assist you as you make the best decisions for you and your family, help to manage your concentrated equity positions, and walk side-by-side with you as you navigate forward to and through retirement.