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Wealth Management

Wealth Management

You’ve worked hard to get where you are. With a customized financial plan from Broadleaf Partners, you can preserve, protect and grow your legacy for years to come. Our solutions for high-net-worth individuals are tailored to your unique needs and risk tolerance. Partner with us to craft a plan that ensures your financial well-being and peace of mind. 

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Designed to Perform
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Designed to Perform

Our proprietary investment strategy is research-driven, backed by a combination of industry experience, economic data and fundamental analysis.
Demonstrated Results
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Demonstrated Results

With a documented investment management process, we deliver results designed to meet your objectives.
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Personalized Service

You’ll be guided every step of the way, with personal attention, outstanding service and detailed communication. 

Actively Managed Portfolio Options

BGEP
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Broadleaf Growth Equity Portfolio (BGEP)

The Broadleaf Growth Equity Portfolio (BGEP) is a concentrated portfolio containing 25 to 35 vetted, growth-focused investments. Our active management strategy and sell discipline continually evaluate these investments for the greatest impact and growth potential.
STRIPS
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Broadleaf Strategic Investment Portfolios (STRIPS)

The Broadleaf Strategic Investment Portfolios offer separately managed, risk-adjusted portfolio options, depending on your risk tolerance and financial objectives. STRIPS follow one of the three actively managed investment models. 

Our Portfolio Management Team

 

Douglas S. MacKay
CFA

Founder, Chief Executive Officer, and Chief Investment Officer

 Contact Doug
 

Pete MacKay
CFA, CPA

Associate Portfolio Manager

 Contact Pete

Our Financial Advisors

 

William F. Hoover

President

 Contact Bill
 

Jared Hoffman
CFP®, CLU®

Financial Planner

 Contact Jared
Meet Our Team

Industry Insights

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With Growth Comes Change: Our New Wealth Management Website

"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 web... read more
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Broadleaf Partners Named Manager of the Decade by PSN

Broadleaf Partners of Hudson, Ohio has been named Large-Cap Growth Manager of the Decade on the prestigious and highly anticipated PSN Top Guns list. The list, published by Zephyr, identifies best-in-class accounts... read more
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Doug MacKay Recognized by Crain's Cleveland Business

Discipline, hard work and lots of experience have served Doug and our Broadleaf Partners clients well. While some market environments are friendlier than others, this one not so much, they all require a high level ... read more
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Contact Broadleaf Partners

Contact Broadleaf Partners

As an independently owned and operated boutique investment firm in Hudson, Ohio, we’re committed to providing superior service and guidance to help you secure your financial future. 

 Talk to an Advisor