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


Our mission is to provide you with enduring value.

Our clients receive sophisticated and customized financial advice without any pressure to purchase products. We make very specific recommendations, but are not limited in our ideas or 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 services and contact us for an introductory meeting.


Financial Planning
Hourly, as-needed advice or comprehensive financial plans.

Investment Management
Personal investment strategies managed on an ongoing basis.

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

College Planning
Advice and solutions to finance your children's valuable education.

Green Your Green™
For investors seeking socially responsible investing.


Two-Hour Working Session
Budget-priced for tough times. Suitable for discussion-oriented planning topics or those in the initial stages of building their retirement portfolio. Although in-depth investment advice cannot be provided in this one-time, limited forum, we will discuss general planning guidelines for your circumstances. This session is best for those starting on the path to financial security or looking to improve their money habits.