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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Green Ridge Wealth Planning

Robert founded Green Ridge Wealth with the intention of using his years of experience collaborating with business owners to help them navigate each financial milestone. Robert graduated from Lehigh University with a BS in...

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Tom has over 15 years of investment experience as a financial advisor. He takes the time to learn about his clients’ goals and crafts a plan that seeks to put his clients in the best possible situation to succeed. He achieved a...

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Kim Famula

Client Relationship Manager


Kim has been in the industry for over 25 years. She has experience at Merrill Lynch, UBS, and has been working with the team here since 2017. Her attention to detail and ability to work with people has made her a real star in our...

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