Location. TENNESSEE. 999 South Shady Grove Road, Suite 105. Memphis, TN 38120. 901.250.6700

Looking for wealth advisory and asset management services in the Memphis, TN area? Green Square Wealth Management can help. Get started today.

Edward works closely with Green Square clients' custodians to open and maintain accounts as well as assists with special projects & coordination of alternative investing. He works with outside advisors, such as CPAs and attorneys, to help ensure clients enjoy comprehensive and long-term wealth management.

Ryan leads Green Square’s financial modeling, manager searches, reporting, and coordination of outside manager due diligence. He also overseas alternative investments and currently sits on the Hightower Alternative Investment Committee.

Richard manages Green Square’s operations, and is responsible for financial reporting, executing strategic initiatives, and creating, monitoring and testing policies and procedures as required by the Advisors Act of 1940.

Graham joined Green Square in 2020 after receiving his Bachelor of Science degree in Business Administration from the Haslam College of Business at the University of Tennessee Knoxville. Prior to joining Green Square, he worked with Andrew Johnson Bank as a …

Founded by former Goldman Sachs senior investment management professional Darrell Horn, Green Square Wealth Management offers independent, boutique wealth management focusing on cash-flow oriented investment strategies that create long-term value.

Betsy implements and maintains the strategies created for Green Square families. She delivers customized services and reporting based on each client’s needs and objectives. She facilitates and coordinates with our clients’ outside advisors on family office structure, tax, insurance, budgeting and estate planning.

Feb 14, 2019 · With approximately $2.6 billion in client assets, Green Square Wealth Management serves ultra-high net worth families and institutional investors across the United States. Through its relationship with HighTower, Green […] READ MORE

Green Square was founded on the principle that investors shouldn’t have to compromise on quality of service or transparency. With this mandate in mind, we strive to protect client capital and shoulder the burden of portfolio management in a thoughtful and disciplined manner.