Greenleaf Financial Network, LLC

Overview

Greenleaf Financial Network, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator and serves primarily individual and family clients, offering a mix of financial planning and discretionary portfolio management alongside pension consulting and the selection of outside advisers. Its fee schedule includes percentage-of-assets, hourly, and fixed-fee arrangements. Greenleaf does not identify as an active ESG investor and reports operating outside of a multi-state advisory registration framework. The firm lists an industry affiliation with an accountant, which suggests coordination with tax or accounting professionals as part of its client service model.

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Public Holdings

Investments & Alternatives

Location & Offices