Green Drake Advisors, LLC

Independent Advice to Guide and Grow Our Clients

Financial services in Wayne, PA (show on map)

Green Drake Advisors is a full service Registered Investment Advisor (RIA) serving individuals, families, business owners, and professionals with over 60 years of combined experience.

Call (610) 687-7766

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About

Green Drake Advisors is a full service Registered Investment Advisor (RIA) serving individuals, families, business owners, and professionals to guide them in meeting both their short and long-term financial goals and objectives. Their principals have over 60 years of experience providing financial advice.

This experience, coupled with their insight, enables them to ask the right questions and structure solutions consistent with the goals of their clients. Services include Wealth Management, Wealth Planning, and Economic Advisory.

Over 60 years of combined experience

Full service Registered Investment Advisor (RIA)

Systematic comprehensive overview approach

Custom tailored solutions for each client

Experience across multiple economic cycles

Services

Wealth Management

Customized wealth management solutions using a 3-step process: Evaluate the Client's Overall Financial Goals & Objectives, Establish Targets Consistent With These Client Needs, Put In Place Customized Solutions.

Financial Goals Evaluation Target Establishment Customized Solutions

Wealth Planning

Customized wealth planning using a 3-step process: Help The Client Discover His or Her Goals, Desires, and Objectives, Create An Overall Strategy and Identify Appropriate Solutions, Implement The Customized Solutions.

Goals Discovery Strategy Creation Solution Implementation

Economic Advisory

With significant experience across multiple economic cycles, Green Drake provides clients with Deep Knowledge & Global Acumen, Significant Insights, and Rich Business Intelligence to help address and leverage existing trends in the economy.

Deep Knowledge & Global Acumen Significant Insights Rich Business Intelligence

Credentials & Certifications

SEC Registered Investment Advisor

Frequently Asked Questions

What does Green Drake Advisors specialize in? +

Green Drake Advisors specializes in Wealth Management, Wealth Planning, and Economic Advisory. They serve Individuals & Families, Business Owners, and Professionals.

What is Green Drake's approach to wealth management? +

Green Drake takes a systematic comprehensive overview approach to understand the big picture for each client. Their 3-step Wealth Management Process: 1) Evaluate The Client's Overall Financial Goals & Objectives, 2) Establish Targets Consistent With These Client Needs, 3) Put In Place Customized Solutions.

What is Paul Sloate's background? +

Paul Sloate is the Founder and CEO of Green Drake Advisors. He has spent over 30 years advising individuals, families, businesses, and institutions on wealth management, investment management, and global economics. He has served in senior roles with Wellington Management and BlackRock Financial Management. He graduated Phi Beta Kappa, Cum Laude from Cornell University in 1983 and earned an MBA with Distinction from The Wharton School at the University of Pennsylvania in 1987.

What is the contact number for Green Drake Advisors? +

Green Drake Advisors can be reached at 610-687-7766.