Your finances are an intricate puzzle on a good day. Then throw in market turmoil, dramatic headlines, a global pandemic, and both expected and unexpected life changes and it may feel like your puzzle will never fit together well. 

This is why I’ve dedicated my life to helping people navigate the complexities of financial decisions and planning for their future. I had the privilege of watching my father take some of the financial worries off of his clients’ shoulders in his career as an accountant. I saw how much of a difference he made in others’ lives and knew that I wanted to use my interest in the markets to impact people in a meaningful way as well. 

What I Do

Your finances are made of many moving parts, and each of those parts needs to be addressed in a comprehensive, customized way to ensure you stay on track toward your goals. Whether you are concerned about having enough income in retirement, creating a legacy for your family, or striking the right balance between your current cash flow needs and your long-term savings goals, my process addresses all your worries, dreams, opportunities, and challenges. 

We start with building a thorough understanding of your life, your wealth, the people you care about most, and your vision for the future. Only with that in place do we turn to the numbers, to the nitty-gritty organization of your financial life. With a long-term approach, I help my clients cut out the noise and avoid emotional pitfalls that can derail their plans. 

Who I Serve

While I serve a wide range of clients, I focus my attention on helping families, business owners, executives, and retirees organize their financial lives. We help manage liquidity for short-term expenses, create diversified portfolios for longer-term needs, and help build a long-term legacy for the future needs of those they love. 

My clients come from a variety of backgrounds and professions, but they do have some things in common, namely that they are willing to be patient to maintain and protect  their wealth. They desire to partner with someone who can help them reap the rewards of their hard work. My clients tell me that they appreciate how my advice and strategies are well-researched and analytically driven, which leads to a thoughtful approach to wealth management. They know I’m looking out for them and considering things that haven’t even crossed their minds. 

Are You Ready For A Different Financial Future? 

There are many reasons I love my job, but the best days are the ones where I get to spend time with my clients, getting to know them better, and building a relationship that will last for many years. It’s my clients that motivate me to work hard every day and make the impact I hoped to when I started my career over 15 years ago. 

I find no greater satisfaction than in helping my clients live the lives they’ve imagined. If you think I would be a good partner for your financial journey, I invite you to contact me to learn more about my unique approach to service, communication, and wealth management. 

About Louis

Louis Green is a financial advisor at Savvy Advisors with over 15 years of experience. He is passionate about helping his clients create a comprehensive financial plan so they can pursue what matters most and feel confident about their future. He specializes in guiding his business owner, executive, and retiree clients through their financial decisions and helping them avoid emotional mistakes and common pitfalls, especially in times of uncertainty and financial upheaval. Louis is known for building long-term relationships with his clients, being proactive, and keeping his clients focused on their goals. Louis has a bachelor’s degree from St. Francis College and an MBA from the City University of New York. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Chartered Financial Analyst® (CFA®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor (CEPA) designations. 

When he’s not working, Louis stays busy in his community. He is a member of the Brooklyn Chamber of Commerce and the Manhattan Chamber of Commerce. He loves sports and you can often find him watching the Knicks, Mets, and Nets play. To learn more about Louis, connect with him on LinkedIn or visit his website.