WHY CHOOSE US TO MANAGE YOUR WEALTH?

Accountability:

As investment advisor representatives, we have certain fiduciary responsibilities to which we must adhere.  These are stricter standards than those required of a typical advisor, broker or registered representative.

Independence:

Greenleaf Financial Strategies is an independent investment advisory firm.  With no affiliation to a major brokerage house, we are free to select those investment vehicles that we believe represent the best fit for clients.

Value:

Our service is personal, our fees are modest, and we offer independent, unbiased, advice tempered by 25 years of experience.  We feel that presents a superior value in today's marketplace.