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The Pathway To Independence Starts Here

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Custom, Independent Investment Advice And Financial Planning Services

Unique And Customized Financial Planning

Learn More Contact Us

A Solution Tailored To Your Needs

The Pathway To Independence Starts Here.

Learn More Contact Us

Custom, Independent Investment Advice And Financial Planning Services

Customized Investment Management

Learn More Contact Us

A Solution Tailored To Your Needs

The Pathway To Independence Starts Here.

Learn More Contact Us

Custom, Independent Investment Advice And Financial Planning Services

Customized Investment Management

Holistic Wealth Management Strategies

Unique and Customized Financial Planning

Retirement Counseling

Risk Management

Asset Allocation

An independent, privately owned Registered Investment Advisory firm

Join GLFN

Become A Partner

At Greenleaf Financial Network, we have engineered an advisory focused firm with a high-touch personal service culture. We celebrate independent open architecture with a primary focus on thoughtful compliance and supervision. Our advisors enjoy a true partnership with friendly, trustworthy, and knowledgeable industry veterans who align their business to serve the best interests of our clients and affiliated independent advisors. Greenleaf has partnered with industry leading tools and resources to provide a platform to meet the ever expanding needs of a growing financial practice.

 

Our Services

A Registered Investment Advisory Firm
  • Customized Investment Managment
  • Holistic Wealth Management Strategies
  • Unique and Customized Financial Planning
  • Retirement Counseling
  • Risk Management
  • Asset Allocation

Always dedicated to serving clients best interests by providing custom independent investment advice and financial planning services.


Managing Partner