GreenLife Advisors, LLC logo

GreenLife Advisors, LLC

Updated today

Client assets under management

$19,802,373

Clients

16

63% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

16

Low

Average account size

$1,237,648

About

GreenLife Advisors, LLC provides fee-only financial planning, ongoing investment management, and group educational seminars and speaking engagements to individuals (including high-net-worth clients) as well as businesses and other organizations. Services range from comprehensive or limited financial planning — covering retirement, tax planning, estate information, employee benefits, cash flow, and college or education funding — to continuous portfolio supervision.

The firm primarily follows a passive investment approach, building asset-class diversified portfolios using index mutual funds and ETFs and setting asset allocation targets through individualized investment policy statements. It also uses fundamental and cyclical analysis when evaluating holdings, conducts quarterly account reviews, and operates under a stated fiduciary standard in delivering advice and implementation.

A distinctive feature is the firm’s provision of public seminars and tailored speaking engagements, which it may offer pro bono or for a fee and which are presented as purely educational rather than individualized advice. Operating at a modest scale (managing roughly $19.8 million across a small client base), the firm is strictly fee-only, does not accept commissions, and implements trades on an individual-account basis rather than through aggregated block trading.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting Business sale tax planning General estate planning guidance

Occupation focus

Founder/Business Owner

Fee options

Fixed

Estate planning fixed fee ranges from $2,500 to $4,000; Comprehensive wealth management one-time fee $1,500 to $10,000; ongoing annual fee $3,500 to $25,000

Percentage

$0 - $999,999: 0.70% $1,000,000 - $4,999,999: 0.40% $5,000,000+: 0.15%

Project-based

Estate planning services hourly fee: $350 per hour

Other

Account minimum: $3,500 minimum annual fee for investment management services Minimum fee: Minimum annual fee of $3,500 for investment management services Fee-only: Fee-only financial planning and investment advisory with no commissions

Main office location

GreenLife Advisors, LLC

500 Mamaroneck Avenue, Suite 320

Harrison NY 10528, United States

Number of offices

1

Most active in

New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Tamara W

CFP®, CFA®

Harrison, NY

GreenLife Advisors, LLC

I educate and empower international families and single women for financial success in a non-judgemental and personal way. I founded GreenLife Advisors in 2018 to transform the typical financial advising relationship into one that genuinely serves clients with non-judgemental and personalized experiences tailored to each client's unique needs and goals. Our focus is helping families—many are first-generation Americans or recent immigrants—get organized and set up for long-term financial success. My clients come from widely diverse backgrounds. I also welcome LGBTQ+ clients and provide a welcoming environment. I respect and value each family. Everything we do, from our services to operations to outreach, ladders up to this purpose. What inspires me most is the personalized experience we've created. While my degrees in business and finance allow me to handle the analytical details, my real passion is spending time with clients and guiding them toward the future they envision. I am uniquely positioned to help you and your family through both my personal experiences and the knowledge gained from working directly with families like yours. I also understand working parents' time demands and needs, having been one myself for years. I’m a mother of two teenagers, one of whom is part of the LGBTQ+ community. I hold the credentials and have the education to help: * Certified Financial Planner™ professional. * Chartered Financial Analyst designation. * Masters of Business, University of Chicago Booth School of Business, Concentration in Finance. * Bachelor of Arts in Psychology and Political Science, University of Rochester. Schedule a free 15-minute consultation to get started. Once again, welcome!

College savings (529s, UTMA, etc.) Cash flow / budgeting Business sale tax planning General estate planning guidance Founder/Business Owner Immigrants Single Women Gen X (Born 1965-1980)
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