Your Advisors
A Team That Knows Your Name
Three advisors. One cohesive team. When you work with GreenBridge, you get everyone's attention, not just whoever answers the phone.
Whether you're approaching retirement, already there, or building wealth as a business owner, we help you make clear, confident financial decisions without the complexity.
Three advisors. One cohesive team. When you work with GreenBridge, you get everyone's attention, not just whoever answers the phone.
From comprehensive financial planning to retirement income strategies, our services are designed around your life, not a generic model.
A comprehensive roadmap covering cash flow, taxes, goals, and every financial decision in between, built around your life, not a template.
Learn more →A retirement income strategy built around your specific timeline, covering Social Security timing, withdrawal sequencing, and sustainable income.
Learn more →Protect your legacy and ensure it passes to the people and causes you care about, coordinated with your estate attorney and aligned with your wishes.
Learn more →Disciplined, personalized portfolio management aligned with your goals, monitored continuously and adjusted as your life evolves.
Learn more →Protecting your financial plan from the unexpected: life insurance, long-term care, and disability coverage tailored to your needs.
Learn more →A complimentary 15-minute call is the easiest first step. No pressure, no obligation.
Schedule a Free CallGreenBridge was founded with a simple belief: that clients deserve to work with an advisor who actually knows them. Patrick English started in the industry nearly 30 years ago and opened GreenBridge in 2016. Bob Curtis, a credentialed retirement income specialist, joined as a partner in 2019. John English, Patrick's son, joined full-time in 2023 and earned his ChFC designation in 2024.
We're a small, independent practice by design. When you call us, you reach us, and that continuity makes a real difference when it counts.
Our Full Story"Wealth planning for the decisions that matter most: personal, patient, and built around your life."
Plain-language articles on retirement, investing, taxes, and more, written by your advisors.
The timing of your Social Security claim can mean tens of thousands of dollars in lifetime income. Here's how to think about it.
Read more →Short-term fluctuations are a normal part of investing. Here's how we help clients stay focused on the long game.
Coming soonConverting pre-tax money to a Roth IRA can reduce your future tax burden, but timing and amount matter enormously.
Coming soonLet's start with a complimentary 15-minute conversation. No pressure, just a chance to see if we're the right fit for each other.
