A complete list of active advisors currently associated with Greenleaf Financial Group

Warmer can help you find a great advisor at Greenleaf Financial Group or one who fits your needs even better.

Greenleaf Financial Group serves individuals and families and also provides advisory services to trusts, small businesses, and not-for-profit institutions. The firm offers fee-only financial planning and ongoing investment management, manages about $175.2 million in client assets, and generally requires a $500,000 aggregate account minimum while accepting new clients on a limited basis. Investment decisions are guided by asset allocation and fundamental, long-term philosophies that seek both “offense” and “defense” positioning, and the firm typically manages client accounts on a discretionary basis with continuous monitoring and quarterly reporting. In addition to portfolio management, Greenleaf advises on retirement decisions and workplace-plan matters (including Social Security filing and withdrawal strategies) but does not provide tax or legal services. The firm’s two principals maintain advanced professional credentials — including CFP certification and additional designations such as CFA and CFS — and Greenleaf enforces CFP Board and CFA Institute standards as part of its code of ethics. Distinctive operational practices include a requirement that principals’ and employees’ personal investment accounts be custodied at Fidelity for compliance review, a formal proxy‑voting process that references third‑party recommendations (for example, ProxyDemocracy and As You Sow), and a policy that the principals will not serve as trustees.

To learn more about the advisors currently working at Greenleaf Financial Group, 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.