Greenleaf Financial Group LLC is an independent, employee-owned firm based in Los Angeles, CA, and Carmel, IN, offering fee-only investment management and integrated financial planning services. With a focus on personalized solutions, their expert advisors provide objective and tailored investment choices, aiming to alleviate financial stress and uncertainty for their clients.
Committed to education and clarity, Greenleaf Financial Group emphasizes clear reports, friendly discussions, and helpful updates to ensure clients feel confident in achieving their financial goals. Their services are distinguished by persistent research, critical thinking, and a dedication to providing expertise without a sales pitch.
Generated from the website