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 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

Contact Us Now For More Information