Wealth Accumulation Strategies 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. |
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