Join GLFN

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.

Boutique firm focused on supporting independent open architecture
Full control with running and branding your business with Greenleaf support
Partnering with the highest quality compliant advisors
Direct access to management who are familiar with your business plan
Full transition support and flexibility in scaling your business

Greenleaf Financial Network provides a wide array of services and support to our financial advisor partners. Below are a few:

Full transition support and ongoing professional service support
Keep your Brand Marketing
Advertising Support and Review
Growth Consulting Tools
Client Billing
E&O Insurance
Regulatory & Compliance Oversight
Licensing and Registration
System Integrations
Electronic Filing System
Help with Succession Planning
Audit Support and Office Reviews
Compliance Consultant Support
Flexible Investment Platform
E-Signature Capabilities