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Green Trails Wealth
Green Trails Wealth is a fee-only fiduciary financial planner for millennial parents. Founder and Financial Planner Jon walks alongside clients, advising on...
Overview
Green Trails Wealth is a fee-only fiduciary financial planner for millennial parents. Founder and Financial Planner Jon walks alongside clients, advising on financial wellbeing so they can live confidently, purposefully, and with contentment. He brings 16 years of experience at Goldman Sachs and First Republic and founded the firm in 2024, serving clients across the U.S.
General information
Firm type
RIA
Year founded
2024
Location
Region
North America
Country
United States
Principals
Jon
Founder and Financial Planner
Jon
Certified Kingdom Advisor and Chartered Financial Consultant
Sector focus
Frequently asked questions
What is Green Trails Wealth's known posture on direct investments versus fund commitments?
The firm's investment approach is completely undisclosed. No direct deals, fund commitments, or co-investment participations are on the public record. Many family offices of similar size and profile blend fund investments with selective direct deals, but Green Trails Wealth has not disclosed its strategy.
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