Charter One

Greenleaf Financial Group is an independent, employee-owned firm dedicated to providing personalized investment management and financial planning solutions tailored to the unique aspirations and circumstances of each client. With a commitment to objective advice and integrity, their fee-only advisors work without commissions, ensuring that investment choices are aligned solely with client needs.

Focused on alleviating financial stress and uncertainty, Greenleaf emphasizes education and open communication through clear reporting and regular updates. Their approach is rooted in persistent research and critical thinking, enabling clients to feel confident about achieving their financial goals.

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