Roger S. Green, MSFS, CFP®, and the staff of his firm Green Financial Resources, LLC (GFR), have helped individuals and small businesses with their investment decisions since 1987. With thirty years of experience helping people with their money through the tough times and the good times, Roger 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 free 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.  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.


Take action now to review your retirement planning. 

Request your no-cost, no obligation TELEPHONE consultation by completing this form.

Upon receipt, we will contact you to schedule your telephone meeting.

We are here to help!

In response to COVID-19 and to help protect our valuable essential services staff, we have reduced our work hours/staff days working,  but remain open to serve you.  We are open for phone calls/email contact Monday-Thursday 9:30-4:30 and Friday 9-4.   









Recognition for Roger and Green Financial*:

Gwinnett Chamber Public Service Award Winner 2017
The Top 1000/1200 Advisors - Barron's 2009-2016 & 2019-2020
Advisor Hall of Fame - Research Magazine 2009

Awards and listings should not be construed as a guarantee of future results, nor as an endorsement by any client. Best of Gwinnett winners are chosen via voting and editors’ input, and opinions are vetted with the use of other available information.  Pinnacle award rankings are based on growth, revenue, community service, and other criteria. Barron’s rankings based on total assets (AUM), revenue, and other factors.  Advisor Hall of Fame for advisors with 15+ years ranked by AUM, service, community recognition, and other criteria.  Public Service via standing and service within the community. 

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