GREEN LEAF ADVISORS

Overview

Green Leaf Advisors is a small, independent registered investment adviser that focuses on individual and family clients. The firm combines fee-for-service financial planning with discretionary portfolio management and a stated capability to select other advisers, which signals a mix of hands-on portfolio oversight and manager selection. Their fee model includes both a percentage-of-assets component and fixed-fee arrangements, allowing for flexibility across clients with different needs. The firm lists pension consulting services among its advisory activities, while regulatory indicators show it does not operate as a pension consultant in a broader capacity. Green Leaf Advisors is not positioned as an active ESG investor and does not present itself as a multi-state adviser, suggesting a localized, client-focused practice rather than a national platform. The firm is identified as a capital allocator, indicating it will direct client capital to external managers or strategies when appropriate.

Assets & Accounts

Location & Offices