Wealth Management,
Advised With Intention
Wealth strategies built around who you are and where you're going
About Us
Our Story
Greenbook Financial is a fiduciary, fee-only registered investment advisor led by Donovan Malone, CFP® practioner. Donovan brings over 10 years of active experience across equity and derivative trading, mutual fund markets, and comprehensive financial planning. Having served both retail and institutional clients, he brings real market depth to every wealth advisory relationship we build.
We believe great financial advice begins with listening to where you've been, what you've built, and what you're working toward. Each strategy crafted by Greenbook Financial is shaped by your voice, your values, and your timeline. We offer wealth management as unique as your ambitions.
We'll walk alongside you as your steadfast steward, calm through uncertainty, and always mindful of the road it took to get here. This is your journey. We're just honored to be part of it.
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Services
Built around you, not the other way around.
Every engagement starts the same way — with listening. From there, we work together to find what fits where you are and where you're going.
01
One-Time Financial Plan
Sometimes you need clarity, not a commitment. Our one-time financial plan delivers a comprehensive, deeply personal roadmap built around your life today and the one you're working toward. We listen first, then build a strategy that's entirely yours to keep and act on.
02
Ongoing Advisory Service
Your financial life evolves — and so does our advice. As your dedicated steward, we stay close to your story through every season and decision, adjusting your strategy so it always reflects where you are and what matters most. This isn't a service. It's a partnership.
03
Project-Based Consultation
A specific challenge deserves a focused conversation. Whether you're navigating a major transition, weighing a significant decision, or need a trusted second opinion — we scope our work around your exact need, delivered with the same intention we bring to everything we do.
Not sure which is right for you?
We'll help you figure it out. No pressure, no commitment — just an honest conversation.
Empowering Capital
Aligning your dollars with your values
Greenbook Financial believes financial planning should feel less like a transaction and more like a conversation. One that deepens over time, adapts when life changes, and never loses sight of the person behind the portfolio.
We align your wealth to your values, then build a tax-efficient strategy around both, so more of what you earn stays where it belongs: with you.
Contact
Get in Touch
Every conversation starts with listening. Tell us a little about where you are and what you're looking for — we'll take it from there.