THE GREEN GROUP FINANCE, LLC

Overview

The Green Group Finance, LLC is an independent registered investment adviser organized as an LLC and run by an individual owner. The firm focuses on serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. It operates primarily as an advisory practice that delivers advice on a non-discretionary basis, meaning clients retain decision authority and the firm provides recommendations and implementation support. Investment activity centers on publicly traded equities and exchange-traded products, with a stated preference for equity exposure. The firm identifies as an active ESG investor, incorporating environmental, social and governance factors into its research and selection process. Fee arrangements are flexible and client-specific: the firm uses percentage-of-AUM billing for ongoing advisory relationships and also offers hourly and fixed-fee engagements for planning and project work. The Green Group Finance does not operate as a capital allocator or run pooled funds; instead, it deploys client capital into third-party products and managers when appropriate. It maintains an industry affiliation with accountants to support tax-aware planning and coordination for its clients.

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