• Live For Today

    Are you worried about the markets? We help you navigate choppy investment waters so you can sleep at night.

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  • Plan For Tomorrow

    Successful futures don’t just happen. It takes planning to make them happen.

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  • Let Us Help Plan Your future

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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Our Company

Dedicated to helping our clients accumulate, grow and protect their wealth, Greenleaf is an independent, fee based wealth management firm. We have decades of professional experience working with successful individuals and their families.

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Financial Advice Process

Our disciplined approach to wealth management is grounded in communication and transparency.

 

Resources

Our resources section is full of useful links and client logins to help you with your financial education.

 

Blog

Read our latest blog posts for up-to-date information on news, events and articles.

Your Financial Security is Our Business

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Our Philosophy

At Greenleaf, the Structured Investing philosophy behind our portfolios is more than just a style of investing. 


 


 

Greenleaf Financial Strategies, Inc. is a BBB Accredited Financial Consultant in Temple Terrace, FL

*Securities and Advisory Services offered through Geneos Wealth Management. Member FINRA/SIPC.

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