Greenbush Financial Group, LLC

EST. AUM
$616,539,856

CONTACTS

CLIENT ACCOUNTS
1,288

Firm Details

Metro area Albany
CRD Number 125500
Website greenbushfinancial.com
Client types

Overview

Greenbush Financial Group, LLC is an independent Registered Investment Adviser headquartered in Albany, New York, established in January 2000. The firm operates under a fiduciary framework, delivering comprehensive wealth management services to individuals, high-net-worth families, and corporate clients. It is distinguished by its integrated tax advisory capabilities through its close affiliation with Wojeski & Company CPA Firm, founded by partner Dave Wojeski, enabling a coordinated approach to tax planning, retirement forecasting, and investment strategy development. Additionally, the firm maintains a specialized focus on the design and administration of employer-sponsored retirement plans, including 401(k), SIMPLE IRA, and cash balance plans. Its investment approach emphasizes cost-efficient, globally diversified portfolios implemented through institutional mutual funds and exchange-traded funds, targeting long-term capital appreciation.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Greenbush Financial Group, LLC

Platform Details

Investment Preferences

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