A complete list of active advisors currently associated with Broadleaf Partners, LLC

Warmer can help you find a great advisor at Broadleaf Partners, LLC or one who fits your needs even better.

Broadleaf Partners serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients by providing discretionary and non‑discretionary portfolio management, model portfolio management, third‑party money manager selection, comprehensive financial planning, and limited consulting. The firm documents client objectives in a Personal Investment Policy Statement and provides regular performance and holdings reports. The investment process combines fundamental, technical, quantitative and qualitative analysis and may be implemented either through individualized portfolios or model strategies; one model, the Broadleaf Growth Equity Portfolio (BGEP), is a concentrated 25–35 stock, growth‑oriented strategy with a stated objective to outperform the S&P 500, while three STRIPS models use mutual funds and ETFs for diversified exposure. Accounts are reviewed at least quarterly, clients are periodically asked to confirm suitability, and third‑party managers are monitored with the option to recommend replacements if they no longer align with a client’s PIPS. Distinctive features disclosed in the brochure include recommendations for a broader set of products—such as variable annuities, options, margin transactions and interests in oil and gas partnerships—which the firm implements when suitable, and documented solicitor/referral arrangements to compensate third‑party referrers. The firm also discloses obtaining research through broker relationships (including JP Morgan and TD Cowen) and acknowledges limited custody considerations arising from direct fee debiting and transfer authorizations.

To learn more about the advisors currently working at Broadleaf Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.