Greenleaf Financial Group provides fee-only investment management and financial planning distinguished by persistent, thorough research and critical thinking.


Our mission is to provide you with enduring value.

Our clients receive sophisticated, customized recommendations without any product commissions. As fee-only planners we are not limited in our ideas or our advice.


Your life-long financial security is our primary concern. Therefore, we are a full-service firm, providing investment or planning services as a fiduciary. Please explore our specific services and contact us for an introductory meeting.


Investment Management
Personal investment strategies managed on an ongoing basis along with financial planning advice. We are committed to providing outstanding service to our portfolio management clients.


Investment Advice
As-needed investment advice for your retirement and college planning assets.


Retirement Planning
Helping you achieve a worry-free and rewarding retirement.


Green Your Green™
For investors seeking socially responsible investing.


Two-Hour Working Session
Suitable for discussion-oriented planning topics or those in the initial stages of building their retirement portfolio.