GreenLife Advisors LLC is an independent, fee-only, financial planning and Registered Investment Advisory firm located in Westchester County, New York.
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
Through one-on-one discussions in which goals and objectives based on your particular circumstances are established, we will develop a personalized investment policy and plan for you. Learn more
Financial planning is a holistic evaluation of your current and future financial situation. We work with you to predict future cash flows, asset values, and capital withdrawal plans. Learn more
Who We Are
GreenLife Advisors is proud to be located in Westchester County, New York and is easily accessible to clients in the greater New York Metropolitan region as well as virtually. As Chartered Financial Analyst® (CFA®) professionals and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, we specialize in planning for professional women, planning for young families, private school and college planning, other education planning, marriage planning and divorce planning. 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.