Your life-long financial security is our primary concern. To achieve this, Greenleaf Financial Group works closely with a limited number of clients on an ongoing, full-service basis. We invest and manage client accounts for an annual fee, while also providing personal financial planning for each client's unique needs.
We bring the following qualities to all our client relationships:
As a fee-only firm, we do not represent any financial products, nor are we paid in any way -- such as behind-the-scenes commissions, 12b-1 fees, sales quotas, or vendor kickbacks -- that could compromise our actions and advice. Our fees are fully transparent.
We report each client's personal performance results, show their results against a variety of benchmarks, and provide commentary. Our quarterly report helps clients understand their investment results.
As a Registered Investment Adviser (RIA), we embrace our fiduciary obligation. Moreover, as Certified Financial Planners®, we hold ourselves to the highest standards of knowledge and professional proficiency.
We continuously supervise, monitor, and evaluate your investments to make sure each client has the proper asset allocation and meaningful diversification. We combine active and passive strategies using no-load mutual funds and exchange-traded funds and regularly rebalance portfolios in order to maintain a disciplined approach throughout market fluctuations.
Our annual fee is 0.90% for the first $500,000 under our management and 0.50% for amounts above $500,000. If we oversee more than $1 million for you, then we reduce your fee to 0.50% after two years.
Investment Management for Retirees
Investment Management for Pre-Retirees
Investment Management for Mid-Career Professionals
Investment Management for Young Professionals
Green Your Green
An investment adviser or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's investment adviser or IA rep requirements, as the case may be. Follow-up or individualized responses to consumers in a particular state by an investment adviser or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's investment adviser or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment adviser or IA rep, a consumer should contact his or her stated securities law administrator.