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Greenleaf Financial Network, LLC

EST. AUM
$123,695,747

CONTACTS

CLIENT ACCOUNTS
329

Firm Details

Metro area Kansas City
CRD Number 284165
Website greenleaffn.com
Client types

Overview

Greenleaf Financial Network is an independent, privately owned registered investment adviser (RIA) serving individuals, families, and affiliated financial advisors with investment management and financial planning services. The firm provides customized investment advice across the accumulation, preservation, and distribution stages of clients' financial lives, with services including wealth management, retirement planning, risk management, and asset allocation. As a fiduciary investment adviser, it is responsible for developing and managing long-term investment strategies tailored to clients' financial objectives, risk tolerance, and wealth preservation needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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