Financial Advisors
Montville, NJ
Green Ridge Wealth Planning is a fiduciary fee-only financial advisory firm serving entrepreneurs, business owners, and high-net-worth individuals in the Montville area. The team combines investment management, comprehensive financial planning, and exit-ready business planning to help clients build long-term wealth and achieve their financial goals. As a commission-free firm, they're obligated to act solely in clients' best interests and collaborate with their broader financial ecosystem (attorneys, tax professionals, etc.) to ensure coordinated, customized strategies that evolve with life changes.
Ideal for: Business owners and entrepreneurs seeking exit planning, High-net-worth individuals and families, Professionals wanting personalized investment management, Those prioritizing fiduciary advice without commission conflicts
Service area: North Central New Jersey, including Montville and surrounding communities
Fiduciary Fee-Only Model: As a fee-only fiduciary firm, Green Ridge earns no commissions and is legally obligated to act only in clients' best interests, eliminating conflicts of interest.
Exit-Ready Business Planning: They specialize in helping business owners and entrepreneurs prepare for successful exits, with a mission to make 1,000 business owners exit-ready by 2036.
Collaborative Wealth Ecosystem: The team works directly with estate attorneys, tax professionals, and other advisors to create coordinated, comprehensive financial strategies rather than isolated plans.
Address: 150 River Rd Bldg E3, Montville, NJ 07045
Phone: (973) 554-1770
Website: grwealthplan.com
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