# Springboard Asset Management LLC
Source: https://planprovider.pro/provider/springboard-asset-management-llc

> Springboard Asset Management LLC is a fee-only financial advisory firm located in Cheshire, CT. Founded in 2022, the firm is dedicated to providing personali…

Retirement Plan Advisor

Cheshire, CT

## About Springboard Asset Management LLC

Springboard Asset Management LLC is a fee-only financial advisory firm located in Cheshire, CT. Founded in 2022, the firm is dedicated to providing personalized financial planning and investment portfolio management services, prioritizing client interests by reducing conflicts of interest. With a total of $118.9 million in assets under management, Springboard Asset Management serves individuals (both high net worth and non-high net worth) and charitable organizations. The experienced team, including CERTIFIED FINANCIAL PLANNER™ practitioners Charles M. Green and Rebecca D. Green, brings decades of industry expertise to help clients achieve their financial goals. Springboard Asset Management focuses on comprehensive and compassionate financial guidance. They are knowledgeable, unbiased, and operate as fiduciaries, ensuring trusted advice for their clients across Connecticut and New Hampshire.

Website: [http://www.springboardasset.com/](http://www.springboardasset.com/)

Founded: 2022

## Office Locations

- Cheshire, CT (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $118.9M

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