Who We Are: Green Financial Group

Green Financial Group is a wealth management firm and virtual family office serving high-net-worth families in Houston, Texas. Our comprehensive suite of services includes financial and retirement planning, investment management, tax and risk mitigation, estate planning and virtual family office solutions to help preserve and grow our clients’ wealth for generations to come.
We’re not just invested in your money - we’re invested in you, your family, your dreams and your legacy.
Yes, we're here to help grow your wealth. But more importantly, we're here to understand what truly matters to you. Helping you accomplish your life goals is how we measure our success.
In a world dominated by short-term thinking, we focus on long-term strategies and rely heavily on comprehensive, future-focused financial planning. We pride ourselves on the fact that our clients get a truly personalized strategy, not just a generic investment program.
We see financial planning and wealth management as a Rubik's Cube. Like the iconic puzzle, each family’s financial situation is unique, requiring a completely customized approach to find the right solutions. We work to ensure every move we make is in your best interest.
At Green Financial Group, we see our clients as more than just a number. We treat them like family. Each of our advisors and support staff get to know our clients in a way that you can’t find just anywhere these days.
We believe that you can’t really help someone unless you listen first. Our clients consistently tell us they value this about us. Not only does that enable us to serve them better in the long run, but it also makes this business more meaningful for us too.
Our clients-first approach is incredibly intentional. Green Financial Group Founder, Jeff Green, always envisioned a career in financial services, like his father before him. So after serving in the United States Army Airborne Infantry, he spent a decade at two major investment firms on Wall Street. However, Jeff’s desire to put clients first didn’t always align with the need for publicly-traded corporations to answer to their Shareholders above all. And he had a fundamental problem with that. Feeling that he could better serve clients with his own brand of financial advisory and wealth management service, Jeff launched his local independent practice - Green Financial Group - in 2008.
Today, as independent financial advisors, we offer the responsiveness and personalized service of an independent boutique, backed by the strength and stability of Raymond James. We are truly the best of both worlds. And damn proud of it.
Our promise to our clients is simple: To manage their wealth with the same care and diligence we apply to our own.
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Green Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
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