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Greg Young, MSAFP, CFP®, EA

We empower Military, Government Employees, and Educators to achieve true wealth.

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Ahead Full Wealth Management Greg Young, MSAFP, CFP®, EA he/him
North Kingstown, RI

Serving Clients Nationwide

We empower Military, Government Employees, and Educators to achieve true wealth.

(401) 584-0313

Website

Areas of Focus

  • Financial Life Planning
  • Investing
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Greg Young. I was born in Virginia and grew up splitting my time between Cape Cod, Massachusetts, and Virginia. I spent winters playing hockey and snowboarding, but spring and summer were when the Cape was like Heaven on Earth: golf, ponds, beaches, and hockey were five minutes away! Don’t forget New England pro sports!

After attending Bryant University, where I studied business management and psychology, I put my newly acquired degree to work by joining the world’s greatest Navy. I served onboard nuclear-powered submarines in the Engineering Department and was a Navy-qualified scuba diver. I found quick success by taking pride in my job and contributing to my team.

Sadly, my Navy endeavor came to an end after being diagnosed with two types of cancer and being medically retired. Just a couple weeks after my diagnoses (same day, different doctors, twice the fun) my wife Erin, a high school teacher, had our first daughter. Now, it was really time to put that degree to use.

I embarked on a new journey as a financial advisor with a major insurance provider and broker-dealer. My second daughter was born and our family became complete, and Disney trips ensued! While managing the planning and investments for my team, I continued my education and achieved the Certified Financial Planner® professional designation, Enrolled Agent, and Chartered Financial Counselor.

My education has taken me as high as earning my Master’s Degree in Advanced Financial Planning, concentrating in Taxation. My next educational journey is the pursuit of my Ph.D. so that I can be best equipped to communicate, educate, and create new, practical knowledge.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Enrolled Agent (EA)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

650 Ten Rod Rd, The Mill at Lafayette North Kingstown, RI 02852

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 30-minute call. This conversation is an opportunity for you to share your questions and for me to see if I can help. Our aim is to determine if what you seek and what I offer align. If so, we'll discuss a complimentary consultation. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Our mission is to empower service-oriented professionals and families to achieve true wealth. We guide clients to optimize their financial lives providing confidence, fulfillment, and freedom to pursue their dreams.

As fiduciaries, our team at Ahead Full Wealth Management has a moral and legal obligation to do what’s in your best interest–every time. We are not transactional and don’t receive commissions of any kind, so there is no rush to sell you anything. We are committed to making sure every meeting has value.

Sometimes it helps to turn to someone with a financial compass who understands the nuances of wealth management. As experienced professionals, we value sharing our knowledge in a caring, accessible, and useful way.

Planning with us is a four step process that follows the tenets of appreciative financial planning:

1. DISCOVERY: An introductory meeting and discovery meetings to learn your strengths, successes, personal, and professional values. This gives us the opportunity to determine if we’re a good fit.

2. DREAM: Articulate your values and objectives to answer the “why” and “what are we trying to achieve” questions. We establish your time horizon and capacity, appetite, towards risks and your vision for your business, family, and future. We will identify goals and objectives to create an actionable strategy.

3. DESIGN: We’ll layout different options with their anticipated outcomes. We’ll establish action items and receive your feedback to help determine which course to take, then share timelines and metrics that empowers you to achieve your goals. We'll also build a policy with guidelines to keep your portfolio on track and manage emotions during the ups and downs.

4. DELIVERY: After you choose your plan, We'll periodically check in on your progress. This allows you to identify what’s working and what's not, re-balance the portfolio to within design confines. We'll adjust your strategy as-needed and communicate any progress to make sure you never get off course.

Once your course is set, we will continue to help you on your financial journey. If things change, we will help you adjust your course to align with your desired path. You’ll have ongoing access to our services for questions, to share in life’s joys and challenges, or to be a sounding board. We will go on the adventure with you.

Education

William Howard Taft University, Doctor of Business Administration | Golden Gate University, Edward S. Ageno School of Business, Master of Science - Advanced Financial Planning, Taxation | Bryant University, BS in Business Administration, Management | Thomas Edison State University, Bachelor of Applied Science (B.A.Sc.), Nuclear Energy Engineering Technology

Hobbies and Interests

  • Family
  • Hockey
  • Music
  • Reading
  • Traveling
  • Working Out

SEC Lookup

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Who We Serve

  • Business Owners
  • Couples
  • Dual Income Family
  • Educators
  • Gen X
  • Gen Y / Millennials
  • Government Employees
  • Healthcare Professionals
  • Military
  • Newly Engaged / Newlywed
  • Parents
  • Travel Lovers
  • Veterans
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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