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 focuses on serving individual and family clients and operates as a capital allocator — using third-party managers alongside in-house advisory services. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices