Greenleaf Financial Network is an independent privately owned Registered Investment Advisory firm. We are dedicated to serving clients best interests by providing custom independent investment advice and financial planning services. Whether you are in the accumulation, preservation, or distribution phase of your financial life cycle, Greenleaf Financial Network has a custom unique solution tailored to your specific investment path.
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
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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
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Customized Investment Management
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Holistic Wealth Management Strategies
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Unique and Customized Financial Planning
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Retirement Counseling
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Risk Management
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Asset Allocation
Always dedicated to serving clients best interests by providing custom independent investment advice and financial planning services.
MANAGING PARTNER
MICHAEL BEARY
Managing Partner