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Greenleaf Financial Group is an independent, employee-owned firm dedicated to providing personalized investment management and financial planning services without the influence of sales incentives. With a commitment to objective, thoughtful advice, they tailor solutions to meet the unique aspirations and circumstances of each client.
The firm emphasizes education and clarity, striving to alleviate financial stress through clear reports, friendly discussions, and ongoing updates. Their fee-only model ensures that all investment choices are made with the client's best interests in mind, fostering a trusting relationship and supporting clients in achieving their financial goals.
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