Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

The Greer Team


 The Greer Team



Latest Blog Posts

Health is Wealth

9 August, 2018

Your health is your greatest asset, which is why it’s so important that you stay active, eat high-quality whole foods and get adeq... Read More

Investments for When Life Happens

19 July, 2018

As you journey through life, your personal and financial ambitions and goals will change over time. Some of your goals may have a ... Read More

When Aging Parents Need Financial Help

31 May, 2018

With respect to financial matters, the time may arrive when you’ll be parenting your parents.... Read More

Being Financially Savvy

29 March, 2018

Being financially savvy will help you sleep better at night. Financial wellness has less to do with how much money you earn, and m... Read More

  • Lyn Greer always considers your overall financial health and not only assists with investments but also budgeting, savings, and tax and estate planning. We trust Lyn implicitly to assist us with all financial decisions. I would recommend Lyn to anyone seeking a financial planner.

    - Ed Villamere
  • Thanks Greer Team! With patience, intuition, and gentleness, Lyn has coached me and helped me demystify my own finances, helping me to create a healthy attitude about money, its growth, and its ability to help me live out my dreams.

    - Amber Lin