A complete list of active advisors currently associated with Green Leaf Advisors

Warmer can help you find a great advisor at Green Leaf Advisors or one who fits your needs even better.

Green Leaf Advisors LLC is a fee-only independent investment adviser that provides ongoing wealth management, discretionary portfolio management, and project-based financial planning primarily for individual clients. The firm also accepts pension and profit‑sharing plan clients and offers retirement plan services to plan sponsors and fiduciaries. The firm’s investment process is centered on asset allocation and Modern Portfolio Theory, using a mix of passive and active funds, ETFs, and, when appropriate, third‑party outside managers or Betterment Advisor Solutions to implement client portfolios. Services include ongoing account supervision, one‑time financial plans addressing retirement, employee benefits optimization, business planning, and other tailored planning topics. What is distinctive about this firm is the combination of a very small, newly formed solo practice with explicit retirement plan consulting and the ability to act as an ERISA 3(38) investment manager—services that are uncommon among independent advisers of this size. The firm also relies on Betterment’s adviser platform for custody and execution and discloses that its principal maintains a significant unrelated outside business activity, a factor prospective clients may consider when assessing capacity and availability.

To learn more about the advisors currently working at Green Leaf Advisors, 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.

Name	Location	Years of experience
Noah Rankin	New Bethlehem, PA	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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