"After nearly twenty years of growth that we’re extremely proud of, we wanted to do a better job of telling our story,” says Bill Hoover, President. “What better way to do that than with a refreshed and current website that showcases who we are, where we’re headed and how we help our clients reach their investment goals?"
Just like the world of finance and wealth management, in order for us to grow, there needs to be change. In this case, in order to continue providing the best wealth management services for our clients, Broadleaf Partners needed to upgrade its look.
From a new logo to a new website, our new look comes with an improved way to better provide our insights and knowledge.
- We have simplified how to get in contact with any member of our experienced and knowledgeable team.
- We have also expanded our financial planning services to provide the financial assistance our clients need more easily and efficiently.
"The most rewarding part of my day is collaborating with clients on comprehensive financial planning, whether it's funding their children's college education, purchasing a new home, or simply opening an IRA,” says Jared Hoffman, Financial Planner. “By being involved every step of the way, we can ensure we're on the best path forward to achieve their goals and give them peace of mind. After years of hard work and planning, it's incredibly fulfilling to see everything come together."
Take a look around, learn more about our business and contact us today with any of your financial needs.