GreenLife Advisors LLC is an independent, fee-only, financial planning and Registered Investment Advisory firm located in Westchester County, New York.
We service clients both virtually and in the New York Metropolitan area.
The GreenLife Approach
The fees you pay for financial planning and investing are completely transparent to you. The only fees we receive are those paid to us directly by you. We never receive commissions or referral fees. Our advice to you remains unbiased and objective. Learn more about our philosophy
⊗ Complete Fee Transparency
⊗ Conflict Free Advice
⊗ Your Interests First
⊗ Educate for Independence
Who We Serve
As Chartered Financial Analyst® (CFA®) professionals and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, we specialize in planning for young families, including budgeting, private school and college planning, saving for a first home, saving for the costs of children, and much more. More about us >>
We look forward to getting to know you.
Tamara Witham, GreenLife Advisors Founder, Financial Planner and Investor
Investment Management & Comprehensive Financial Planning
When we holistically help manage your financial life.
Comprehensive Financial Planning
When you require just ongoing comprehensive financial planning without investment management.
If you’re unsure of your ongoing financial planning needs, we provide a one-time 90 minute session for 1-2 questions.