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.
Who We Serve
There are many unfamiliar financial responsibilities than can impact young families. We can help you get organized and provide solutions for your challenges. We specialize in planning for young families, including budgeting for ongoing and new expenses, private school and college planning, saving for a first home, saving for the current and future costs of children, evaluating appropriate insurance coverages, and managing investment accounts by providing low-cost choices, adding to your bottom line.
We look forward to getting to know you and your family.
Tamara Witham, GreenLife Advisors Founder, Financial Planner and Investor