GREENBERG FINANCIAL GROUP

Overview

Greenberg Financial Group is a small, independent registered investment adviser focused on fee-based wealth management for individuals and families. The firm acts as a capital allocator and provides discretionary portfolio management alongside financial planning and adviser selection services. It also operates as an insurance broker, combining insurance placement with investment advice. Fee arrangements include a percentage of assets under management and fixed-fee engagements. Investment posture is equity‑oriented: the firm’s stated preference and the entirety of its managed assets are held in exchange‑traded equities. Management is discretionary across client accounts, and Greenberg Financial Group does not position itself as an active ESG investor. Services extend to smaller businesses and institutions as part of its advisory menu, suggesting the capability to tailor portfolios beyond retail household needs.

Assets & Accounts

Public Holdings

Location & Offices