A middle-aged man with a beard and mustache wearing a dark suit, light blue shirt, and striped tie, smiling outdoors in front of a tree.

Douglas H. Greene, CPA/PFS

PRESIDENT / OWNER

Since founding the firm in 1982, Doug continues to serve his clients and community with steadfast dedication. As a Registered Investment Advisor, he employs an investment strategy based on the individual client’s preferences. He is past President of the Washington, CT Rotary Club, a Lifetime member of the Washington, CT Volunteer Fire Department, and the retired Treasurer and honorary life member of the Washington, CT  Country Club.

Doug is a nationally recognized speaker, lecturing to thousands of CPAs, investors and retirees. An avid outdoor enthusiast, he is also a certified Yoga instructor and a professional musician.

Doug is the creator of the Harmonic Investor Podcast, where he regularly discusses the 3 M’s - and how to use them “in Harmony” to become a relaxed, focused and educated Investor:
HARMONIC INVESTOR PODCAST ON SPOTIFY

Explore Doug’s music and yoga offerings below:
SHIVARAJ DOUG GREENE ON APPLE MUSIC
YOGATREE  – YOGA WITH DOUG

Harmonic Investing Podcast
with Doug Greene, CPA

“Using the 3 M’s to make sound financial decisions”

Music/Mindfulness/Money

Welcome to Harmonic Investing, a podcast about bringing the different pieces of your financial life into alignment.

Whether you’re building wealth, preparing for retirement, or simply looking for a better way to think about your finances, these episodes set the stage for conversations designed to help you make more informed decisions and create greater financial harmony.

Manage Your Mind and Your Money