A complete list of active advisors currently associated with Newleaf Wealth Management, LLC

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

NewLeaf Wealth Management, LLC provides discretionary and non-discretionary investment management and consulting for individuals, trusts, corporate and not‑for‑profit retirement plans, and charitable institutions, including foundations and endowments. Its consulting services explicitly include analysis, selection and monitoring of money managers and guidance on retirement programs such as 401(k), 403(b), profit sharing, pension plans, SEPs and IRAs. The firm’s investment approach is grounded in asset allocation and diversification across mutual funds, ETFs, closed‑end funds, individual securities, fixed income and alternative investments, with portfolio construction informed by manager screening, fund research and ongoing performance monitoring. Portfolios are tailored to each client’s written investment policy and may be managed on a discretionary or non‑discretionary basis, with risk managed through allocation between equities and fixed income and periodic reviews. Distinctive features include a substantial non‑discretionary advisory relationship with retirement plan sponsors—approximately $100.3 million advised for 401(k)/403(b) plans—relative to $39.7 million in discretionary AUM, and an explicit client focus that includes charitable organizations and pension consulting, services that are less common among peer independent firms. The firm also discloses participation in institutional custody programs and the use of third‑party research and manager selection criteria to support its plan‑sponsor and institutional consulting work.

To learn more about the advisors currently working at Newleaf Wealth Management, 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.