Greenleaf Financial Group

Greenleaf Financial Group, LLC is a Registered Investment Adviser founded in 2006, providing investment management and financial planning services primarily to families and individuals, as well as trusts, small businesses, and not-for-profit institutions. The firm's two principals, Jennifer Hartman, CFP, CFS, and Kathleen Hartman, CFP, CFA, offer ongoing, customized portfolio management and financial planning services. The firm requires a minimum account size of $500,000 for new clients and charges investment management fees based on a tiered schedule, starting at 0.90% annually for the first $500,000. Greenleaf Financial Group managed $156.2 million in client assets as of March 3, 2025, with $9.4 million managed on a non-discretionary basis and $146.8 million managed on a discretionary basis. The firm's investment strategies focus on asset allocation, long-term philosophies, and creating diversified portfolios to mitigate risks. Greenleaf Financial Group acts as a fiduciary, providing services in the best interests of clients. The firm does not charge performance-based fees, accepts no commissions, and does not engage in side-by-side management. Clients have the option for discretionary or non-discretionary investment services, with the majority opting for discretionary management. The firm's principals do not have affiliations with other financial-service firms and do not receive compensation from third parties. Greenleaf Financial Group's principals adhere to the CFP Board's Code of Ethics and Standards of Conduct and the CFA Institute's Code of Ethics and Standards of Practice. Clients' assets are custodied with National Financial Services LLC, and the firm provides continuous monitoring of client accounts, quarterly performance reports, and annual account reviews. Clients receive investment management services on a fee-only basis, with fees debited quarterly based on account values.