Green Financial Resources

Roger S. Green, MSFS, CFP^®, and the staff of Green Financial Resources, LLC (GFR), have helped individuals and small business owners with their financial planning, investment, and retirement income decisions since 1987. With Roger's 35+ years of experience  helping people with their money through the good times and the tough times, and the addition of sons Andrew Green, CFP^® (2016) and Michael Green, CWS^® (2017), this team is very qualified to assist with all of your financial and investment planning needs.  Roger's focus on customer service, education, and a unique philosophy that he and his firm will help everyone who seeks help with their money (by providing no cost, no obligation consultations without asset minimums), he has differentiated his firm from most.

The primary focus is on helping people invest with the goal of pursuing long term growth and retirement income; but they have the knowledge and experience to provide guidance in most financial matters along the way.  Roger's asset harvesting plan guides the withdrawal process strategically during retirement, allowing the potential of continued growth to help ensure financial confidence throughout today’s longer retirement periods. Click here to see a list of the many ways we can serve you.

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Green Financial Awards:

• Small Business Culture Creator Award 2024 - Small Business Award winners are chosen by the Gwinnett Chamber from applications under multiple categories, that include questions about growth, community service, and other business criteria. 

• Best of Gwinnett Awards by Gwinnett Magazine 2014-2024 (11 years) - Winners chosen by a combination of readers’ votes and editors’ input across more than 20 business sectors.  Results are further vetted through available info, such as Better Business Bureau records.  Multiple winners in each sector may finish as “Best”, “Among the Best”, or “Ones to Watch”, depending on the size of the market sector.

• Pinnacle Small Business Award 2016 - Issued by Gwinnett Chamber are based on nominations in different categories. Nominees will complete an application that will be reviewed and scored by a selection committee to determine finalists and winners.

Roger Green Awards:

• Invest in Others Community Service Award Winner 2021- Nominations submitted by the advisor, and the non-profit they worked with for 3+ years, are reviewed by Invest in Others.  Nominees must be active financial advisors holding a professional designation, and spending 75%+ of their time providing financial consultation with clients for 3+ years.  Nominations are evaluated based on leadership, dedication, contribution, and overall impact on a nonprofit. Winners earn donations from the Invest in Others Foundation to the non-profit.

• Top 1,000/1200 Advisers State-by-State Ranking - Barron's Magazine - 2009-2016 & 2019-2020:  Nationwide award determined based on a questionnaire about the advisor’s practice in areas such as total assets, revenue, and the quality of the practice; ranked against other advisor submissions.

• 2018 Public Service Award Winner– Gwinnett Chamber (Roger Green) – Nominated and selected by the Gwinnett Chamber, based on an individual’s Chamber observed service rendered within the community, over and beyond excellence in one's profession or business. 

• 2009 Advisor Hall of Fame Award (1 of 5 winners) - Research Magazine (now ThinkAdvisor.com). Chosen via nationwide nominations with a questionnaire and other supporting info about those who have 15+ years as a registered rep, superior business results, respect of peers, and active community involvement.  Designed to recognize advisors who bring honor to their profession.

To view a comprehensive list of our awards and recognition, please visit the Our Qualifications page.