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About Us

Why People Choose Us

Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this we are always continuing our education and developing new capabilities. 

We serve clients at every level of their organization, whether as a trusted advisor to top management or as a hands-on coach. 

Our team focuses on each clients’ individual needs. We communicate frequently and offer a personalized touch; these qualities have allowed us to work with some clients for upwards of 30 years.

Charles Green Signature in blue ink

Charles R. Geen
Founder and President

Our Process

Easy as 1. 2. 3.

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Our approach focuses on key financial planning pillars.

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Once your customized plan is created, implementation is next.

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Our goal is to protect this strategy by monitoring our client’s accounts.

Who We Serve


We are here to guide individuals on strategies for saving and investing, financial planning, tax planning, and risk management. From mortgage payments to retirement, we are here to help you manage your money as effectively as possible given your personal situation.


Young and growing families are under enough stress as it is. Let our experience help carry some of that weight. We help families with vital planning to prepare for higher education, retirement, and eventual estate planning to ensure your loved ones are taken care of.

Business Owners

Working with Charles R. Green and Associates, Inc. we can help you beat the odds. Only 30% of small businesses survive to the next generation, with a mere 12% surviving to the third generation. We offer comprehensive plans for your business investments, retirement, executive compensation, and risk management.

Executives / Leaders

We serve business executives and leaders in the aerospace, defense, security, medical, and advanced technology sectors. We are proud to work with individuals from companies such as Bell Helicopter, Lockheed Martin, Texas Health Resources, and Texas Instruments. Let us help you potentially grow your wealth.

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Let's Plan Your Future, Together.