Whether you’ve built a great business and want to grow beyond existing boundaries, you are an emerging leader with aspirations to become an owner, or are approaching the end of your career and want to protect the legacy you have created, Broadleaf can help you achieve your vision.
True partnership
you can depend on
Broadleaf partners with Financial Planning businesses by investing as a minority shareholder. We are service driven, family focused and growth minded.
The Partner Businesses
Model
Others build for an exit.
Broadleaf is built to last.
We designed Broadleaf to be the best possible partner for the Owner-Leaders of Financial Advice businesses.
By applying succession thinking, we help advice businesses preserve their individual identity through multiple generations of ownership. This creates stability for team members and continuity of service for clients.
Community
For Us, By Us. It’s a design principle.
Our community consists of our team, the businesses we partner with, and our shareholders. Unlike others who separate these groups, we ensure they are the same people.
We didn’t set out to build something for the people in advice businesses. We built something with them, because we are them.