Network·Venture Capital

Greenleaf Financial Group

Unclaimed

📍 CARMEL, IN

Venture Capital
www.greenleaf-fg.com

SEC CRD #801-117775

About

--> Greenleaf Financial Group, LLC | Indianapolis and Los Angeles top of page Greenleaf Financial Group Practical Solutions | Personal Advice | Progressive Ideas Jennifer Hartman, CFP, CFS Kathleen Hartman, CFA, CFP CA Tel: 323-395-8801 IN Tel: 317-993-3384 . Achieving your dreams and alleviating your concerns is our purpose at Greenleaf Financial Group When you engage us for investment management you can be assured of: Expertise without a sales pitch: As independent, fee-only advisors, we never receive compensation from investment products or purchases. All investment choices are objective, thoughtful, and tailored to your needs. A focus on you: You have a unique set of aspirations and circumstances. We provide customized investment and financial planning solutions specific to each client. Education and clarity: We want you to feel good about your investments and comfortable that you will achieve your financial goals. Eliminate your financial stress and uncertainty with our clear reports, friendly discussions, and helpful updates. Services Fee-only investment management and integrated financial planning distinguished by persistent, thorough research and critical thinking. About Greenleaf An independent, employee-owned firm that works only for its clients. FAQs Tell us your concerns ... Contact Jennifer Hartman, CFP, CFS 1239 S. Rimpau Blvd. Los Angeles, CA 90019 P 323-395-8801 jhartman@greenleaf-fg.com ​ Kathleen Hartman, CFA, CFP 13295 Illinois St., Suite 322 Carmel, IN 460

Key Contact

KE

KATHLEEN E HARTMAN

PRINCIPAL

📞 (317) 993-3384

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Geographic Focus

los angelesindiana

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AUM

$175M

Location

CARMEL, IN

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