facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Welcome to GreenBridge Innovative Advisors

Let us simplify and bring clarity to your finances with 

Portfolio Management, Asset Preservation Strategies, and Retirement Planning

Explore Our Comprehensive Financial Services


Financial Planning

Our comprehensive financial planning process involves evaluating an individual's current financial situation, setting goals, and developing strategies to work towards those goals for retirement. 

Learn More

Investment Management

As financial advisors, we utilize an investment strategy that combines passive and active portfolio management with strategic asset allocation.

Learn More

Other Services

Cash Flow and Net Worth Analysis

Life and Long Term Care Insurance

Retirement Income Planning

Estate Planning and Wealth Transfer

Learn More    


About GreenBridge Innovative Advisors

At GreenBridge Innovative Advisors we partner with our clients through each stage of their financial lives. Financial planning is a life-long process that must adapt to the changes in one’s life. Helping clients navigate through all phases of asset accumulation, capital preservation, risk management, and wealth transfer is at the core of what we do.

We can partner with you to make sure you understand all the options that are available. We will help you establish a plan of action for today's issues, while also working together on a retirement plan tailored to your personal goals.

GreenBridge is committed to advising our clients on how to simplify, strategize and personalize their financial lives, investments, and legacy. Our commitment is to provide a high level of service, independent analysis, accompanied with thoughtful advice.


Meet Our Team of Financial Professionals

Patrick English 

For over 25 years Patrick has been helping clients address their financial concerns. He puts the needs of his clients first by working to ensure they understand their investments and assist them in developing a plan designed with a goal to achieve their financial objectives.

Learn More



Bob Curtis

Bob has been a financial advisor since 2000 and holds a Certified Wealth Strategist® certification and is a Retirement Income Certified Professional®. He's equipped with critical knowledge to help manage complex financial issues and solutions faced by high net worth individuals. Bob received his CWS® certificate through the Cannon Financial Institute and his RICP® certificate from The American College of Financial Services.

Learn More

John English

John started in 2020 as an administrative assistant where he generated reports, engaged in marketing research, and completed client data entry. Today, as a Client Services Manager he assists Patrick and Bob in financial planning while providing client support.

Learn More