Hi, I’m Robert Green
I'm the CEO of Robert Green & Company, and for over 40 years, I’ve dedicated my career to helping successful business owners and families like yours navigate the complexities of wealth management, tax planning, and financial security.
The power of ‘who, not how’
We believe that financial success isn’t just about making money — it’s about keeping more of what you earn, growing it strategically, and passing it on to the people you love.
That’s why we take a personalized, proactive approach to estate planning, tax strategy, and business exit planning, ensuring our clients achieve long-term financial confidence.
Robert's roots in agriculture instilled the values of hard work, integrity, and loyalty — principles that continue to guide our firm today.
We don’t just work for you — we partner with you, offering the expertise, guidance, and commitment needed to protect your financial future.
Our team have various credentials & affiliations:- CEPA — Certified Exit Planning Advisor
- Member — Center for Tax Strategies & Resources
- Past President — Napa Valley Rotary
- Registered Representative of Cetera Advisor Networks
Our results speak for themselves
We don’t just prepare taxes — we uncover missed opportunities, correct inefficiencies, and create proactive financial plans that deliver real results.
$200K+ in Tax Savings for Family Winery
Our review of their final tax return after a brand sale uncovered errors that saved them over $200,000 in the first year alone.
$300K+ in Tax Savings for a Law Firm
Our planning process revealed inefficiencies, putting $300,000+ back into the partners' pockets.
We think (really) long term
We treat each and every client as a life long partnership, and we're here to support you and your family through every stage of life.
Unmatched expertise
We focus in a few areas where we can be the best of the best, with specific expertise in tax-advantaged structuring, holistic planning, and fully tailored solutions — no cookie cutter approaches, only custom financial blueprints.
We know your business
We focus on industries that we know inside out, and back to front — as we know that this is where we know we can deliver maximum impact: agriculture & wineries, law & medical practices, family-owned businesses.
Aligned values
We live by three core values: hard work — the relentless pursuit of optimal outcomes. Integrity — principle first business and finance. Loyalty — long term relationships built on trust, commitment, and results.
Schedule your free consultation
At Robert Green & Company, we create custom strategies to help you protect and grow your wealth. Whether you need tax reduction, retirement optimization, or estate planning, we’re here to guide you every step of the way.