GFG
Greenbush Financial Group is an independent SEC-registered investment advisor in Albany, NY offering fee-based financial planning, investment management, and employer-sponsored retirement plans to individual clients and business owners across 22 U.S. states via in-person and Zoom-based delivery.
- Company typePrivate
- Founded2000
- HeadquartersAlbany, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What GFG does
Greenbush Financial Group, LLC ("GFG") is an independent, SEC-registered investment advisory firm founded in January 2000 and headquartered in Albany, New York. The firm provides fee-based financial planning, investment management, and employer-sponsored retirement plan administration to individual clients and business owners across the United States. Its core service lines include comprehensive financial planning (retirement projections, college savings, asset allocation, estate planning, insurance analysis, cash flow optimization) delivered by CFP® professionals, actively managed investment portfolios guided by a top-down macroeconomic strategy, and employer plan offerings spanning 401(k), Simple IRA, SEP IRA, Solo(k), Cash Balance Plans, and combination DB/DC structures.
GFG's service model is bifurcated between in-person meetings at its Albany office and a virtual platform, launched in 2016, that uses Zoom video conferencing and screen sharing to deliver advisory services nationwide. As of the most recent disclosures, the firm serves as investment advisor to over $616 million in client assets across 22 U.S. states. A notable structural differentiator is the cross-affiliation with Wojeski & Company CPA Firm, founded and led by GFG partner Dave Wojeski, which places 30+ accountants in the same building and enables integrated tax strategy consultation for client financial plans.
The firm operates on a fee-based model with multiple pricing constructs: recurring fees for comprehensive financial planning (multi-year contracts) and investment management (annual), flat fees for limited-scope engagements targeted at self-directed investors, and professional-services fees for employer-sponsored plan administration. GFG is privately held with no external PE/VC ownership, no disclosed funding rounds, and no subsidiaries. The team comprises 1–10 employees holding CFP and/or CPA designations.
GFG firmographics
Firmographics- Name
- GFG
- Legal name
- Greenbush Financial Group, LLC
- Website
- https://greenbushfinancial.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Greenbush Financial Group is an independent SEC-registered investment advisor in Albany, NY offering fee-based financial planning, investment management, and employer-sponsored retirement plans to individual clients and business owners across 22 U.S. states via in-person and Zoom-based delivery.
- Ownership category
- akta.pro rank
GFG industry classification
Industry- Product category
- Wealth Management and Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)
- akta.pro secondary industry
- High-Net-Worth (HNW) Private Banking (FSABADAB)
Keywords
Where GFG is headquartered
LocationHeadquarters
- HQ city
- Albany
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
GFG business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Based Financial Planning: Fee-based advisory services providing retirement projections, college savings, asset allocation, estate planning, insurance analysis, and cash flow optimization. Offers both comprehensive planning and limited-scope engagements. Flat fee available for self-directing investors.
- Investment Management: Actively managed portfolio services with top-down macroeconomic strategy designed for financial stability and growth.
- Employer-Sponsored Retirement Plans: Provides and administers 401(k), Simple IRA, SEP IRA, Solo(k), Cash Balance Plans, and combination DB/DC Plans for businesses.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Multi-year contract | Comprehensive Financial Planning |
| One time/ perpetual license | Pay-as-you-go | Limited-Scope Planning |
| Subscription | Annual | Investment Management |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
GFG product offering
Product offeringCore offering
Greenbush Financial Group is a fee-based SEC Registered Investment Advisory firm providing financial planning, actively managed investment portfolios using a top-down macroeconomic strategy, and employer-sponsored retirement plan services (401(k), Simple IRA, SEP IRA, Solo(k), and Pension Plans). Services are delivered by Certified Financial Planner and CPA professionals, both in-person at the Albany, NY office and remotely via a Zoom-based virtual platform to clients across 22 states.
Product overview
Greenbush Financial Group (GFG) operates as a fee-based financial services firm offering a coordinated suite of financial planning, investment management, and employer-sponsored retirement plan services. The core offerings include Investment Management (actively managed portfolios using macroeconomic strategy), Financial Planning (retirement projections, estate planning, tax strategy, insurance analysis), and Company Retirement Plans (401k, Simple IRA, SEP IRA, Solo(k), Pension Plans). GFG delivers services both in-person at their New York office and nationally via their Virtual Platform using Zoom video conferencing. The firm emphasizes integrated tax planning through its affiliation with Wojeski & Company CPA Firm.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Fee-based financial planning service that delivers retirement projections, college savings strategies, asset allocation, estate planning, insurance analysis, and cash flow optimization to individuals and families. Clients work one-on-one with a Certified Financial Planner to build a personalized financial plan, with both comprehensive and limited-scope engagement options.
- Investment Management Fee-based advisory service providing actively managed portfolios to individual clients using a top-down macroeconomic investment strategy designed to deliver financial stability and growth, integrated with the client's overall financial plan.
- Company Retirement Plans Employer-sponsored retirement plan service for businesses providing plan design, administration, compliance support, and employee education for 401(k), Simple IRA, Single(k)/Solo(k), SEP IRA, Cash Balance, and combination DB/DC plans, focused on low fees, tax savings, and a single point of contact for sponsors and employees.
Quantifiable outcome
- $616,000,000 in client assets under management
- +1 more outcomes
Companies that use GFG
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
GFG technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
GFG partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Wojeski & Company CPA FirmcoreDave Wojeski is partner at Greenbush Financial Group and founder/managing partner of Wojeski & Company CPA Firm located in the same building. The firm employs 30+ accountants. When creating financial plans and managing investments, GFG consults with Wojeski & Company tax team to review tax strategies incorporated into client plans and stay current on tax law changes. This provides clients the convenience of having accountant, financial planner, investment advisor, and 401(k) sponsor all under one roof.
Scale indicators2 records
Recent moves4 records
Expansion highlights4 records
GFG competitors and assessment
Company assessmentDirect peers
- Carson Group: Wealth management firm supporting advisors and direct clients with financial planning, investment management, and retirement plan services — comparable across services and SMB plan sponsor focus.
- Edelman Financial Engines: Large national RIA serving individual retirement savers and employer-sponsored plan participants with fee-based planning and investment management — directly comparable to GFG across both individual and retirement plan segments, though at vastly greater scale.
- Buckingham Strategic Wealth: Fee-only RIA delivering evidence-based financial planning and investment management to mass-affluent and retirement-focused clients — comparable in target segment and planning-led delivery model.
- Mariner Wealth Advisors: National wealth advisory firm offering financial planning, investment management, and retirement plan services to individuals and businesses — closely mirrors GFG's service triad and target client profile.
- Creative Planning: Fee-only RIA providing comprehensive financial planning, investment management, and tax-aware advice to households and business owners nationwide — overlapping directly with GFG's planning, investment, and retirement plan service mix.
Emerging players
- Personal Capital (Empower): Digital-first wealth management platform combining robo-advisory tools with human advisors targeting mass-affluent and retirement-focused clients — competes with GFG for the same retirement demographic via a tech-enabled model.
- Facet Wealth: Tech-enabled flat-fee financial planning firm serving mass-affluent clients nationwide via virtual CFPs — directly comparable to GFG's virtual delivery model and flat-fee limited-scope planning tier.
Broad incumbents
- Fisher Investments: Large asset manager primarily focused on actively managed portfolios for high-net-worth and retirement investors — overlaps with GFG's investment management line at much larger scale.
- Commonwealth Financial Network: Large independent broker-dealer and RIA support platform serving independent advisors with planning, investment, and retirement plan capabilities — broader than GFG but overlapping in advisor-led retirement planning.
- Cetera Financial Group: Independent advisor-focused wealth management platform offering investment, planning, and retirement plan services to individuals and employer plan sponsors — broader portfolio but comparable retirement plan sponsor capabilities.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
GFG social profiles
Digital presenceGFG financial estimates
Financial estimateRevenue estimate
Valuation estimate
GFG leadership team
Management profileNumber of profiles
Profiles1 record
GFG funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
GFG M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about GFG
What does GFG do?
Greenbush Financial Group is a fee-based SEC Registered Investment Advisory firm providing financial planning, actively managed investment portfolios using a top-down macroeconomic strategy, and employer-sponsored retirement plan services (401(k), Simple IRA, SEP IRA, Solo(k), and Pension Plans). Services are delivered by Certified Financial Planner and CPA professionals, both in-person at the Albany, NY office and remotely via a Zoom-based virtual platform to clients across 22 states.
Is GFG a public or private company?
GFG is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was GFG founded?
GFG was founded in 2000. It employs 1 to 10 people.
Where is GFG based?
GFG is headquartered in Albany, United States, in the North America region.
How does GFG make money?
Three revenue lines are on record. Fee-Based Financial Planning is the primary driver. The others are investment Management and employer-Sponsored Retirement Plans.
Who are GFG's main competitors?
Direct peers on record are Carson Group, Edelman Financial Engines, Buckingham Strategic Wealth, Mariner Wealth Advisors and Creative Planning. Emerging players are Personal Capital (Empower) and Facet Wealth. Broad incumbents are Fisher Investments, Commonwealth Financial Network and Cetera Financial Group.
Does GFG have an API?
No public API is recorded for GFG.
What industry is GFG in?
GFG's product category is Wealth Management and Financial Advisory. Its primary akta.pro industry code is FSAAABAA, Onshore Private Banking (Domestic HNW/UHNW), with a secondary code of FSABADAB, High-Net-Worth (HNW) Private Banking. Its NAICS code is 523940 and its SIC code is 6282.