We create understandable financial plans
#1 Learn the Roadmap
#2 Get Your Roadmap
Here’s what clients have to say
I recently started working with Justin, Matt and Blake and am so glad I did. They have been a powerhouse of a team and have helped me so much in such a short period of time. Their model is unique to any others I have seen and it’s clear they put their customers first.
Everything went smoothly, questions answered, and things dealt with promptly.
Matt and Justin were excellent to deal with — they made the whole journey smooth, professional, and highly effective. Couldn’t have asked for a better experience!
I found the staff to be very helpful. They were attentive and listened to my concerns regarding various investment strategies. They helped me choose the investment mix that best matched my level of risk tolerance. I felt comfortable throughout our meeting and never felt pressured. I would definitely recommend them.
Always available to assist and answer questions.
I’ve been a client with Greenrock and have been extremely satisfied with the services for over 20 years.
I feel you all are very attentive to those who need it and respectful to those who don’t and just let you do what you do, like me
Justin has been a great help in making decisions about our finances.
My wife and I have been working with Justin Hales from Greenrock Wealth Management for a number of years now. He’s been great to work with. He makes financial planning easy to understand and really takes the time to align everything with your goals. I’d definitely recommend Justin if you’re looking for someone you can trust with your financial plan.
Justin and Matt have always taken the time to assist my husband and I with our financial needs whether through email, phone call, or meeting directly. And they respond in a timely manner. They are professional, kind and answer my questions even when I don’t understand they take the time to explain so I do understand. Thank you Justin and Matt for being there for us and assisting with all our financial needs!
Justin and his team truly care about giving their clients the best possible service they can. They are honest and go above and beyond to be helpful. If you are looking for someone to help with your financial and investment needs, I whole heartedly recommend Greenrock!
Great company, trustworthy, easy to refer!
Justin at Greenrock is a super genuine guy. He does a great job educating you on your financial investment options. He has a great program that helps predict the real likelihood of success, not just a projection based off of best case scenario like most advisors. He also makes it super easy by meeting remote rather than having to go meet in a stuffy office every time I want a consultation.
The Greenrock Team was very attentive and understanding of my unique financial situation and made me feel very comfortable in setting up my account with them!
Wonderful and professional service!
Avoid a Bad Fit Advisor Relationship
- Real financial advice, not just validation
- A long-term investment strategy
- A clear financial plan tied to your life goals
You want thoughtful guidance and a professional who challenges your thinking when needed.
You believe disciplined investing beats reacting to market headlines or short-term noise.
You want your investments connected to retirement, family priorities, and long-term security.
- Want someone to pick the next hot stock
- Prefer to manage your investments yourself
- Only care about maximum return regardless of risk
Our approach focuses on long-term strategy, not speculation.
If you enjoy making your own investment decisions and handling your portfolio independently, we may not be a good fit.
Our goal is building sustainable wealth with a disciplined plan.
Still unsure if we’re a fit?
We’ve helped multiple people get and stay on track
Download the Advisor Selection Guide
Learn How to Choose the Right Financial Advisor
Not all financial advisors work the same way. This guide explains the different types of advisors, how they get paid, and what to expect when working with GreenRock.
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Frequently Asked Questions
GreenRock is designed for people who want high quality financial advice without the traditional barriers that often come with it. You work one on one with a dedicated financial advisor, but the entire process can be done remotely. This approach allows us to provide flexibility and reduce overhead costs, which means you receive the same level of professional guidance without paying for unnecessary extras like large office spaces or hidden fees.
We are also a fiduciary firm, which means we are legally required to act in your best interest. Our focus is not just on investments, but on building a comprehensive strategy that fits your life. That includes helping you understand your investment options, plan for retirement, explore smarter tax strategies, manage risk, and create a plan that supports the lifestyle and freedom you want for yourself and the people you care about.
While other companies seem to make connecting with a person as difficult as possible, we think being available to help when you need us is one of the most important things we can do. Your team of real human experts is available to help you by text, email and phone every business day. You can schedule a call or virtual meeting with the team member you need when more in-depth discussion is needed. We strive to respond to each contact by the end of the following business day if not before.
GreenRock intentionally operates as a fiduciary, committing to working in the best interest of the clients we serve. Additionally, we have an internal Core Value of “Do the Right Thing” that all team members commit to upholding, are discussed in weekly team meetings, and are a critical portion of all team member performance evaluations.
We also recognize that many companies say they are trustworthy when they may not be. So don’t just take our word for it. We invite you to consider what our customers say about us.
Some financial advisory firms use jargon to convince people that understanding finances is too complicated to understand. We take a different approach.
Our founder is known to say, “In God we trust, everyone else bring data” and that includes us. Our financial plans are designed to make understanding your finances easier so that you are empowered to make the decisions that lead to your success. We’ll never ask you to “just trust us”. We want you to understand the potential impact and the “why” behind everything we recommend.
At GreenRock we realize that getting a financial plan can add time and effort to your already busy life. We make this as easy as we can by using secure financial portal to share necessary information with each other. We also meet by phone, email, or video call on your schedule so that you can get the planning you need without disrupting your life.
At Green Rock, we recognize that we cannot be the best fit for every person or every financial need. The best online financial advisor depends on your financial goals, preferred level of support, and the complexity of your situation. Some firms, like Vanguard and Charles Schwab, may appeal to cost-conscious investors focused primarily on low-cost investing. Others, such as Wealthfront and Fidelity Investments, are often a good fit for investors seeking automation, beginner-friendly tools, or digital convenience. For those who want more personalized guidance, firms like GreenRock may offer broader access to financial planning professionals and more comprehensive support.
When comparing online financial advisors, it is important to look beyond fees alone. Consider factors such as access to human advisors, retirement and tax planning capabilities, investment flexibility, and whether you want a primarily digital experience or an ongoing relationship with a financial professional. The “best” advisor is ultimately the one that aligns with your financial needs and provides the level of guidance you value most.
