Our Approach
Available, objective, and transparent — for the long run
Green Jay Financial Advisors (GJFA) strives to be available, objective, and transparent as stewards for our clients through generations.
Fiduciary
GJFA is required by law to act as a fiduciary in the best interest of our clients. That separates us from broker/dealers, who can be paid by their clients and also by the companies whose products they recommend — and it means we’re required to disclose any such potential conflicts of interest. We consider these requirements essential to maintaining trust and integrity.
We also abide by a code of ethics that includes disclosure of how we are compensated. Together, these rules demonstrate our commitment to high standards of trustworthiness, transparency, and client-centric service.
Philosophy
GJFA strives for transparency and objectivity in everything we do. Beyond that, we understand that every client is unique. We seek to cultivate enduring client relationships so that our advice stays personal and timely as your needs and goals grow and change — through the years, and through the generations.
Process
- 1
Know You
KYC — Know Your Client — is where every relationship begins.
- 2
Advise
Investment strategies, advice, and products suited to your needs and goals.
- 3
Stay Current
We stay close as markets, the economy, and regulations change.
- 4
Steward Through Generations
Generational consistency through the changes of life.
KYC — Know Your Client — is the beginning of the relationship process. From there, GJFA offers investment strategies, advice, and products suited to the needs and goals of our clients. We maintain the relationship in order to stay current on the changing needs of our clients, and on changing markets, changing economies, and changing regulatory requirements. GJFA intends to provide generational consistency through the changes of life, as stewards and counselors. We consider it an honor to be financial advisors through the generations.