Jennifer Hartman, CFP, CFS Kathleen Hartman, CFA, CFP
CA Tel: 323-395-8801
IN Tel: 317-993-3384
Greenleaf Financial Group provides fee-only investment management and integrated financial planning distinguished by persistent, thorough research and critical thinking.
Our mission is to provide you with enduring value.
Your life-long financial security is our primary concern. To achieve this, Greenleaf Financial Group works closely with a limited number of clients on an ongoing, full-service basis. We invest and manage client accounts for an annual fee, while also providing personal financial planning for each client's unique needs.
We bring the following qualities to all our client relationships:
As a fee-only firm, we do not represent any financial products, nor are we paid in any way -- such as behind-the-scenes commissions, 12b-1 fees, sales quotas, or vendor kickbacks -- that could compromise our actions and advice. Our fees are fully transparent.
We report each client's personal performance results, show their results against a variety of benchmarks, and provide commentary. Our quarterly report helps clients understand their investment results.
As a Registered Investment Adviser (RIA), we embrace our fiduciary obligation. Moreover, as Certified Financial Planners®, we hold ourselves to the highest standards of knowledge and professional proficiency.
We continuously supervise, monitor, and evaluate your investments to make sure each client has the proper asset allocation and meaningful diversification. We combine active and passive strategies using no-load mutual funds and exchange-traded funds and regularly rebalance portfolios in order to maintain a disciplined approach throughout market fluctuations.
Balancing near-term concerns, such as college savings, with longer-term investment goals.
Establishing a financial foundation for diligent savers or those with inherited assets.