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Justin Green, CFP®, MSPFP

Financial planning for your business & your life.

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Assist FP Justin Green, CFP®, MSPFP
Marlborough, MA

Serving Clients Nationwide

Financial planning for your business & your life.

Rated 5.0 out of 5
8 Certified Advisor Reviews™
Rate this Advisor

(508) 452-2301

Website

Areas of Focus

  • Cash Flow
  • Coaching
  • Investment Management
  • Owning a Business
  • Taxes

About Me

Hi, I'm Justin Green. I founded Assist FP to help online business owners navigate the financial challenges associated with being a business owner. I love all things business & wealth so it was only natural for me to share my passion with other business owners looking to bridge the gap between their business and building long lasting wealth.

In my free time, I love to spend time with my wife, daughter, and friends. I’m usually in a gym or somewhere by the water during the summer (I hibernate during the winter). I love to read business and personal growth books, listen to podcasts, binge documentaries, or watch Boston sports during my downtime.

I believe that life is too short to take it seriously all the time, so I try to inject humor often. A little laughter goes a long way.

➕ Professional Background

I decided to pursue my interest in personal finance a few years after receiving a Bachelors of Science in Sports Management from the State University of New York at Cortland. I was living in Manhattan, Kansas (the Little Apple) at the time and I decided to enroll in the Personal Financial Planning program at Kansas State University.

In 2016, I completed the education requirement of the CFP® certification and entered the profession at a small fee-only firm on Cape Cod, MA. During that time, I became a CFP® Professional after fulfilling all of the necessary requirements. In December 2019, I graduated from K-State with a Master of Science in Personal Financial Planning (MSPFP).

In 2021, I launched Assist FP. At some point, I will probably add more designations and add to the alphabet soup after my name.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Science in Financial Planning (MSFP)

Affiliations

  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Marlborough, Massachusetts

Video

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Do Any Of These Sound Like You?

✔️ You’re in your 30’s or 40’s and building a young family that you want to enjoy life with right now.

✔️ You also want to make sure your family is taken care of in the future.

✔️ You struggle making strategic financial decisions in your personal and/or business life.

Who We Work Best With:

We help online business owners & millennial families with their money.

What's Included

🔮 Financial Vision

💸 Money Management

💰 Tax Planning

📈 Saving & Investing

🛡 Insurance Planning

📝 Estate Planning

Education

Masters of Science in Personal Financial Planning from Kansas State University

Awards and Honors

  • 2023 Top Advisor by Investopedia 100
  • Young Advisor to Watch in 2024 by Financial Advisor Magazine

Hobbies and Interests

  • Basketball
  • Exercising
  • Family
  • Reading
  • Sports
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Content Creators
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen Y / Millennials
  • Individuals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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I am a huge fan of Justin's

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 22, 2024
I've been working with Justin for about a year and have found him to be knowledgeable, reliable, caring, and professional. Not only that, but he has consistently gone above and beyond by doing more for me than I expected. I'm immensely grateful to have Justin in my corner and highly recommend him if you're looking for financial planning. It's also worth noting that a good friend of mine also works with Justin and has had the same experience I have. We both agree, Justin is AWESOME.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mark Krassner
Mark Krassner

The Highest Quality Expertise

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 18, 2024
Our growing family has had an amazing experience working with Justin over the past several years. Justin took the time to get to know us as individuals, our personal goals, and financial goals. He is responsive, highly knowledgable, and is proactive in helping us on our path to achieve those goals. With Justin's guidance and education, we have felt empowered to learn, grow, and expand what we thought would be possible for us in our wealth building journey. Justin cares about not just our financial well being, but about us as people as well. He has truly been a life changing hire!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kyle and Allison Edwards
Kyle and Allison Edwards

Very helpful

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 17, 2024
I contacted Justin shortly after the birth of our first grandchild to establish an account for her, accessible when she is 18. Justin was extremely helpful setting up this account ensuring it earns money for her future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Susan Marabello
Susan Marabello

Outstanding Financial Advisor - Truly Top-Notch

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 17, 2024
Working with Justin has been an incredible experience. As a family looking to build long-term wealth while aligning my finances with our lifestyle goals, we could not have asked for a better partner. What sets Justin apart is his holistic and team-based approach. He takes the time to thoroughly understand every aspect of our financial situation as well as our long-term objectives. With his guidance, we feel like we have a comprehensive game plan that accounts for all the key areas - investments, retirement, tax planning, risk management, estate planning, and more. Justin does not simply dole out generic cookie-cutter advice. He thinks outside the box and crafts customized strategies carefully tailored to our unique circumstances and priorities. I appreciate how he drives decision-making based on our specific goals, values, and lifestyle needs. Above all, Justin operates with integrity, expertise, and a genuine commitment to putting our best interests first. He patiently explains complex concepts, provides unvarnished advice, and ensures we (our family) remain on track over the long haul. Working with a financial advisor is one of the most important decisions for securing your future. With Justin, you can expect platinum service from a skilled professional. We give him my highest recommendation without any reservations.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kassie and Chris Dewitt
Kassie and Chris Dewitt

Professional, Client-Centered Approach. Highly Recommend

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 13, 2024
When we transitioned from working for other people to being full-time self-employed we realized that we didn't exactly have a plan to continue saving for retirement, and we had a lot to learn about dealing with the IRS with our business. Justin started by learning about us, our business, and our goals. From there he took those factors into account and helped us create a realistic plan for saving, investing, and paying our taxes (and employees) that was easy to implement. Justin is organized and cares deeply about his client's success. 10 out of 10 would recommend. Don't think twice about hiring him.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: I am currently a fitness client for Digital Barbell. They received no additional compensation for this review.
Avatar for Jonathan Blakley Fletcher - Digital Barbell
Jonathan Blakley Fletcher - Digital Barbell

The Whole Package

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 13, 2024
Justin has been an invaluable asset in my financial planning and goal-setting. He consistently goes above and beyond to ensure I meet my objectives, guiding me in making sound financial decisions. I have complete confidence in his expertise and advice. He takes the time to ensure I am comfortable and understand each step of the process. Justin's strong communication skills and responsiveness make him exceptionally easy to work with and I genuinely feel that Justin looks out for my best interests and financial future as if they were his own. I highly recommend Justin for all your financial planning needs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lauren Marabello
Lauren Marabello

Great asset to the financial planning world

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 13, 2024
We have had the pleasure of working with Justin Green from Assist FP. From our very first meeting, it was evident that he possesses an exceptional depth of knowledge in financial planning. What sets him apart is his ability to translate complex financial concepts into clear, understandable terms, making it easy for us to grasp the intricacies of our financial situation. Throughout the process, Justin took the time to understand our unique financial goals and circumstances. He provided personalized advice and crafted a comprehensive plan tailored specifically to meet our needs. I appreciated his attention to detail and the thoroughness with which he approached every aspect of our financial situation. Moreover, Justin demonstrated a genuine commitment to our financial well-being. He patiently answered all of our questions, addressed any concerns we had, and guided us through the decision-making process with professionalism and expertise. Thanks to his guidance, we now feel more confident and empowered in managing our finances. We highly recommend Justin Green to anyone seeking expert financial advice and personalized service. He is truly an asset to the field of financial planning.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Christopher and Kassandra Dewitt
Christopher and Kassandra Dewitt

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Apr 27, 2023
Justin Green, CFP is the partner I never knew I needed as a small business owner. He understands exactly the challenges I am facing with my finances and helps me work through them. I have achieved so much with him by my side. He is a valuable asset to both my personal and business finances.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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