Retirement plan solutions that are good for business and great for morale. Greenleaf Trust provides a comprehensive retirement plan service offering that is beneficially different from our competitors. We oversee every component and regulatory requirement of your company’s qualified retirement plan. Our broad experience and extensive
Steve McKiddy listened attentively as the president of Greenleaf Trust conveyed the wealth management firm’s core values. Steve’s phone pressed closely to his ear, yet what he heard spoke directly to his heart. Being honest and honorable; putting clients’ interests first; doing the right thing always, and setting things right if we err; prizing continuous [...]