Who We Are
At Green Financial Group, our goal is to help our clients and their families navigate to a better financial future. Period.
We can combine our detailed methodology for wealth management – The Green Financial Method – with a personal approach to your financial life. Through rigorous financial analysis, holistic wealth and retirement planning, and proactive investing, our focus is to guide you to your best retirement and wealth management outcomes.
We believe in real holistic planning and proactive investing to help build and preserve the money you’ve worked so hard to earn . And we do it with the personalized attention on you and your financial life that you truly deserve.
Based in Houston, Texas, we have deep experience in the oil & gas industry which helps us tailor our comprehensive wealth management services specifically to these professionals and executives. But no matter your industry or background, our team is dedicated to helping grow and preserve the wealth you have worked so hard for so you can focus on your most important asset – living your life to the fullest.
Our History
Established in Houston, Texas in 2008, Green Financial Group’s story actually starts long before then, when our founder, Jeff Green, was a child. Jeff grew up as the son of a bond trader and his family relocated between Memphis, Tennessee and New York City as bond industry needs shifted and changed. Every day, Jeff saw his dad don a suit, tie, and briefcase and head off to work, sometimes commuting to his office on Wall Street in New York City. Even at a young age, Jeff envisioned a career in financial services, just like his father.
Jeff later served in the United States Army Airborne Infantry, where he learned critical leadership and decision-making skills, how to perform under pressure, and how take a stand for what he believes in. Upon completing his military commitment, Jeff earned his degree from the University of Houston in its inaugural Entrepreneurship Program before beginning his dream career.
Spending more than a decade at two major investment firms, Morgan Stanley and Banc of America Investment Services, Jeff crafted a wide variety of equity trading and investment strategies for his clients. Feeling that he could better serve clients with his own brand of financial advisory and wealth management service, Jeff launched his local independent practice – Green Financial Group – in 2008.
Starting with a lean team of two, Green Financial Group set out on its quest to help families navigate to better financial futures through wealth management, retirement planning, and proactive investing. Since its inception, our office has continued to grow successfully. Green Financial Group now employs over 10 advisors and staff to better serve the needs of our growing client base.
