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Paul Green and Dave Harris

Welcome to Green Financial Group

Green Financial Group is a fee-based wealth management firm focused on helping high net worth investors achieve their goals through building wealth and managing their risks. Investment advisors and Certified Financial Planners, Paul Green and Dave Harris are supported by their team of service professionals to bring you a personalized client experience focused on serving your needs. Read More...

  • MissionStatementTo enable our clients to reach their goals and live their dreams.

    Our mission is to provide financial advice and solutions that enable our clients to reach their goals and live their dreams. Our team of financial planning professionals employs a proven process to better understand each client's situation, clarify personal objectives and deliver innovative solutions relating to investments, insurance, tax and estate planning.
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  • ValuePropositionOur unique process helps our clients gain clarity and confidence. 

    The Wealth Evolution Solution™ is an eight stage process that helps you achieve your financial and life goals. Our process will give you the visual proof that your current plan is solid or requires some adjustments.
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  • WhatWeBelieveBefore we can advise, we must understand the dreams of our clients.

    Our clients need clarity on how they will achieve their financial goals and are looking for ongoing solutions to their financial affairs because they have limited time, knowledge and interest.
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