A complete list of active advisors currently associated with Greenbriar & Associates LLC
Warmer can help you find a great advisor at Greenbriar & Associates LLC or one who fits your needs even better.
Greenbriar provides investment advisory and retirement-plan fiduciary services to institutional clients and plan sponsors, while also offering services to trusts, estates, high-net-worth individuals and businesses. Its services include plan-level 3(21) and 3(38) fiduciary solutions, participant education, customized portfolio construction, and standalone financial planning. The firm employs both fundamental and technical analysis to build customized, long-term strategies and conducts formal account reviews at least annually; it can manage accounts on a discretionary basis consistent with client-established objectives. Greenbriar documents client goals and risk tolerance through an investment policy process and supports implementation and monitoring of plan investment lineups and qualified default investment alternatives. Notable features include that the firm reports no assets under management and was formed recently, and its principal holds professional investment credentials (CFA and CAIA) while also being employed by a trust company, creating an operational link to trust services. Greenbriar also offers hourly billing for standalone financial planning engagements in addition to asset-based fees, a practice that is less common among firms in this category.
To learn more about the advisors currently working at Greenbriar & Associates LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lancaster, PA
| 10
|
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