Michael Greenen, CFP®, CPA/PFS Lantern Wealth Guardians Ltd.

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About Michael Greenen, CFP®, CPA/PFS, CGMA, MBA

Michael J Greenen is a Certified Public Accountant / Personal Financial Specialist (CPA/PFS), Certified Financial Planner (CFP) and a Certified Global Management Accountant (CGMA) who founded Lantern Wealth Guardians Ltd. to provide the focused planning and advice that small business owners and entrepreneurs need. After serving four years in the Army, Michael resigned his commission to pursue a career in the private sector. This began with a manufacturing company where he worked his way up from the accounts payable department to eventually becoming the CFO of the company. From there he opened his own accounting firm in 1998, shortly after adding financial planning as a CFP in 2001. With many years of experiencing the struggles that small business owners and entrepreneurs face, Michael is committed to helping them succeed.

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Ideal Clients

  • Business Owners
  • Gen X
  • Small Business
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options:

  • Monthly Fee: $150+/mo
  • Flat Fee: $500+/engagement
  • Hourly Fee: $250+/hr
  • AUM: 1.0%

 

SEC Records

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