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About Us

Our PhilosophyWhere Strategy Meets Stewardship

Founder, Highbridge Financial ServicesBen Greenlee

Ben Greenlee is the founder of Highbridge Financial Services, an independent fiduciary advisory firm focused on helping successful individuals and families make more informed, efficient decisions around wealth, taxes, and long-term financial structure.

Ben’s path to financial planning began in service. A graduate of Dickinson College and its Army ROTC program, he commissioned as an Infantry Officer in the United States Army. He went on to complete Ranger School before serving with the 10th Mountain Division, including a deployment to Afghanistan during Operation Enduring Freedom.

After nearly five years of active duty service, Ben transitioned into financial services. Early in his career, he began to recognize a pattern—many individuals were doing the right things financially: saving consistently, investing prudently, and working toward long-term goals. Yet despite this discipline, critical gaps remained.

Our ApproachGuided By Purpose, Built On Stewardship

Highbridge Financial was established to provide a sophisticated level of guidance for families and individuals navigating significant wealth. We believe that financial clarity is not a destination, but a continuous process of alignment between your resources and your most deeply held values.

Our team focuses on the technical complexities of wealth—from tax-efficient transfer strategies to nuanced portfolio construction—so you can focus on the life you have built. We operate with a commitment to transparent analysis in every interaction.

Effective wealth management requires a bridge between where you are today and where you intend to be in the decades to come. This journey is often marked by transitions—business exits, retirement, or the transfer of a legacy—each requiring a specialized perspective to navigate successfully.

We work to understand the specific hurdles facing high-net-worth professionals and business owners. By integrating comprehensive planning with disciplined execution, we help our clients maintain a clear view of their financial landscape, regardless of market volatility.

OUR PROCESS:

  • Discover — We begin with an in-depth exploration of your current financial standing, risk tolerance, and long-term aspirations
    to establish a baseline for our strategy.
  • Strategize — Our team develops a customized framework designed to address your specific needs, including estate considerations, tax efficiency, and portfolio optimization.
  • Implement — Once the strategy is refined, we execute the plan with precision, coordinating with your other professional partners to help maintain structural integrity.
  • Monitor — Wealth is dynamic, and our team provides continuous oversight of your accounts, providing regular reporting and analysis to track progress against your stated goals.
  • Evolve — As your life changes or new opportunities arise, we proactively adjust your strategy to help ensure your financial plan remains relevant to your evolving needs.

  • Founded on the principle of integrity, our firm has grown by serving as a dedicated ally to those with complex financial lives.

  • We prioritize guidance, transparency, and a relentless focus on the client’s best interest in everything we do.

  • Our methodology combines traditional financial wisdom with modern strategies intended to address the unique challenges of the ultra-high-net-worth space.

  • We strive to provide a high-touch service experience that values your time and recognizes the weight of the trust you place in us.

  • To empower our clients through financial education and sophisticated stewardship, helping them support their families and communities for generations.

Ready to See If You’re On Track?

Ready to See If You’re On Track?

A meaningful financial relationship starts with a conversation. We invite you to schedule an introductory call to discuss your goals and determine how our team can support your vision.