For more than thirty years, we’ve helped families protect what they’ve worked a lifetime to build. Along the way, we’ve come to see that the real work is bigger than insurance or estate planning. It’s helping people live better, longer — and leave a legacy that outlives them.
Richard’s father was a master patternmaker. He grew up surrounded by things built by hand — with precision, patience, and integrity — made to last for generations. The oak became our symbol because it reflects that same idea: strong roots you never see, a canopy that shelters the people beneath it, and acorns that carry the whole tree into the next generation. Meaningful things take time to build. So does a lasting legacy.
“They will be called oaks of righteousness, a planting of the Lord for the display of His splendor.”
— Isaiah 61:3
We believe the things that matter most — our families, our health, our resources, our time — are gifts we’ve been entrusted to steward well. That belief shapes how we work: not to sell a product, but to help you care for what you’ve been given and pass it on with intention.
Faith is part of our own story, and it informs how we see stewardship and the long view. We hold it openly — and we hold it with genuine respect for wherever you are on your own journey.
In our experience, family wealth rarely unravels because of a bad investment. It unravels when trust weakens, communication breaks down, and the next generation isn’t ready. The finest plan in the world can’t replace clarity, stewardship, and alignment within a family. So while we build sophisticated, carefully engineered strategies, we spend just as much energy on the human side — the conversations, the values, and the relationships that actually carry a legacy forward.
“Financial structures can preserve wealth. Only character can sustain it across generations.”
The longer we’ve done this work, the more we’ve come to believe it isn’t really financial at all — it’s about helping people flourish. That means integrating the parts of life we too often keep separate: faith and purpose, financial freedom, physical health, strong marriages and families, generosity, and a legacy that endures.
Not simply more years — but years lived with greater purpose, wisdom, health, and joy. We call it living better, longer.
We were never meant to be the only voice at your table. We work alongside the attorneys, accountants, and advisors you already trust — and alongside your family — to bring clarity where there’s complexity and alignment where there’s drift.
Clients often tell us our relationship began with a single insurance question and grew into something much larger. That’s by design. We’d rather walk with you and your family through the decisions that matter than simply sell you a policy.
Tell the Truth with
Compassion and Respect
Diversify Everything Except
What Gives You Joy
Change is an Opportunity
Not an Option
Simplifying Complexity
Empowers Action
Generosity Leads to
Sustainable Wealth
Traditional planning fails to create
sustainable wealth 90% of the time
Families that want their success to be a blessing,
not a burden, for future generations
Protect family and business wealth through legacy planning and custom insurance solutions
Unique L3 process designed to leverage
legacies for what you love
If this approach resonates — if it sounds like the way you think about your family, your wealth, and what it’s all for — we encourage you to explore the rest of our site, or simply reach out.
Ownership Advisors believe wealth is a gift to be stewarded, not simply managed. The firm’s core principles revolve around the things that matter most — family, health, resources, and time — and that those are entrusted to us to care for responsibly; financial structures can preserve wealth, but only character sustains it across generations.
Faith is part of both Richard Tanner and Jordan Greenwald’s story, and Christian values inform how the firm views stewardship and the long term. Ownership Advisors holds those beliefs openly while working with genuine respect for clients wherever they are on their own journey.
Richard Tanner and Jordan Greenwald believe family wealth rarely unravels because of a bad investment — it unravels when trust weakens, communication breaks down, and the next generation isn’t ready. Their approach pairs sophisticated planning strategies with equal attention to the human side: the conversations, values, and relationships that carry a legacy forward.
The oak tree represents enduring principles: strong roots you never see, a canopy that shelters the people beneath it, and acorns that carry the tree into the next generation. It reflects partner Richard Tanner’s and Jordan Greenwald’s conviction that meaningful things — including a lasting legacy — take time to build. The symbol draws inspiration from Isaiah 61:3, “oaks of righteousness.”
“Live Better. Longer.” is Richard Tanner and Jordan Greenwald’s philosophy that a life worth stewarding is more than a balance sheet. It means integrating faith and purpose, financial freedom, physical health, strong marriages and families, generosity, and a legacy that endures — not just more years, but years lived with purpose, wisdom, health, and joy.
Richard Tanner and Jordan Greenwald work alongside the attorneys, accountants, and advisors a family already trusts — never in place of them. Their role is to bring clarity where there is complexity and alignment where there is drift, so every part of a family’s plan works together.
