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Growth Focused Wealth Management

Growth Focused Wealth Management

Broadleaf Partners is a growth-oriented wealth management boutique, serving individuals and institutions with wealth management, institutional investment management and financial planning services. As a fiduciary, we are committed to acting in our clients’ best interests at all times. We're an independent Registered Investment Advisor (RIA), located in Hudson, Ohio, known nationally for our performance. 

 Explore Our Solutions

Solutions for Growth

Wealth Management
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Wealth Management

Comprehensive financial analysis and strategies to build, maintain and protect your wealth over time.  See Wealth Management Services
Institutional Investment Management (2)
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Institutional Investment Management

A research-driven approach to continuously evaluate and respond to the investment landscape.  See Investment Management Services
Financial Planning
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Financial Planning

Wraparound services to help guide your financial decisions and set strategies for long-term success.  See Financial Planning Services

Performance is Our Priority  

We measure our success on our performance, and we have a longstanding track record of exceeding industry benchmarks. 


The growth of hypothetical $100,000 chart reflects a hypothetical $100,000 investment and assumes reinvestment of dividends and capital gains. Performance shown is net of management fees. 

Past performance is no guarantee of future results. The information provided here should not be considered an individualized recommendation or personalized investment advice, as the BGEP is not a suitable investment for everyone. Performance is representative of BGEP Composite historical returns. See our full  performance disclosures.

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Morningstar 4-Star Rating

Broadleaf Partners has earned a Morningstar 4-Star Rating for our Broadleaf Growth Equity Portfolio (BGEP).

Disclosures: The Morningstar 4-Star Rating is as of 3/31/2026 and are subject to change. Broadleaf Partners paid a licensing fee to Morningstar for the use of its name and logo.

 Learn About the Award
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PSN Top Guns Manager of the Decade

Broadleaf Partners has been named Large-Cap Growth Manager of the Decade on the prestigious and highly anticipated PSN Top Guns list. The list identifies best-in-class accounts, managed accounts and managed ETF strategies.  

PSN was paid a fee for use of their name and logo on our website. For more information, click here.

 About the Award

The Benefits of Boutique

By industry standards, we’re a small firm. While many other companies in our industry focus on expanding their client base, we focus on delivering superior service and results to our current clients.  

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We’re Nimble

Because of our size, we can adjust financial plans and investment portfolios seamlessly.  
Demonstrated Results
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We Perform

We have a proven track record of consistently exceeding industry benchmarks. 
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We Care

When you need us, pick up the phone. Talk to a real person who can answer your questions.

Industry Insights

Review recent company news, performance updates and expert commentary. 

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Second Quarter 2014 Commentary & Performance

In absolute terms, our portfolio enjoyed a solid second quarter and while we recaptured some of the lost ground inflicted on high growth stocks towards the end of the first quarter, we continue to have work to do i... read more
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First Quarter 2014 Commentary & Performance

Our portfolio had a tough first quarter, declining nearly 2% in an otherwise positive market environment. The last ten or so trading days were particularly difficult for fundamentally strong, high growth companies,... read more
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Fourth Quarter 2013 Commentary & Performance

The year finished on a strong note with the stock market gaining more than 10% during the fourth quarter and bringing full year results to a 32.4% gain, including dividends. While it was tough sledding for the BGEP... read more
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Contact Broadleaf Partners

Contact Broadleaf Partners

As an independently owned and operated business, we’re accountable to our clients and to each other. By providing high-quality service that caters to the needs of clients across the continuum of wealth, we can empower individuals and institutions to build and protect their wealth effectively. 

 Talk to an Advisor