Our Firm

Greenleaf Financial Strategies, Inc. is an independent, fee-based wealth management firm located in Tampa Bay, Florida. We offer wealth accumulation strategies for individuals and small businesses, and we provide "unbiased advice" because we are not affiliated with with any product providers.

We believe that the starting point in a successful investment strategy is to understand your current financial situation. Organizing and reviewing your financial affairs can highlight areas where changes are needed.

Successful strategies are based upon sound investment decisions made in light of who you are, where you want to go, and what you already own.  Our analysis will provide you with the appropriate asset mix that best suits your risk tolerance and investment objectives.

We believe that the most important ingredient in a successful strategy is implementation. No plan is complete without action. Greenleaf will help you implement and maintain your chosen strategy. We will review your plan on a regular basis, as your situation or strategy dictates.

In these increasingly confusing financial times, a periodic review of your plan becomes ever more important. Economic and financial climates, as well as, your own personal circumstances and objectives, change. The review process will highlight any changes that may be needed in your plan.

In addition to offering comprehensive wealth management services, we have formed alliances with several Bay area accountants, all with at least 15 years of experience. These strategic alliances give us the ability to offer full-service accounting, tax and management consulting to both businesses and individuals.