---
title: Financial Solutions for Institutions, Individuals & Families
description: Broadleaf Partners provides growth-focused wealth management solutions for business owners, entrepreneurs, individuals and institutions. Talk to an advisor.
---

![Who_we_serve](https://broadleafpartners.com/hubfs/Who_we_serve.jpg) ![M_Who_we_serve](https://broadleafpartners.com/hubfs/M_Who_we_serve.jpg)

# Serving Businesses And Individuals

# Serving Businesses And Individuals

#### Broadleaf Partners provides institutional investment management, wealth management and financial planning for you, your family and your business. Whether you’re a plan administrator or planning a legacy for the next generation, we offer the solutions to help you reach your goals.  

Talk to an Advisor

![Institutional Investment Management](https://broadleafpartners.com/hubfs/Institutional%20Investment%20Management.jpg)

 Oct 1 2024   

#### Institutional Investors

Explore asset management for your nonprofit, community foundation, endowment or organization. 

[See Services for Institutions ** ](https://broadleafpartners.com/who-we-serve/institutional-investors?hsLang=en)

![Private Investors](https://broadleafpartners.com/hubfs/Wealth%20Management.jpg)

 Oct 1 2024   

#### Private Investors

Get boutique investment management and financial planning services tailored to your needs and goals.  

[See Solutions for Individuals ** ](https://broadleafpartners.com/who-we-serve/private-investors?hsLang=en)

![Families](https://broadleafpartners.com/hubfs/Foundation%20Builder%20-1.jpg)

 Oct 1 2024   

#### Families

Prepare for your future with financial planning for all stages of life for your family.

[See Solutions For Families ** ](https://broadleafpartners.com/who-we-serve/families?hsLang=en)

![Business owner seeking financial planning, financial advisors and investment management from Broadleaf Partners](https://broadleafpartners.com/hubfs/hero%20-%20who_we_serve%20-%20biz%20owners.jpg)

 Oct 1 2024   

#### Business Owners & Entrepreneurs

Whether you are a seasoned business owner or a new entrepreneur, see how our financial planners can assist in the success of your business.

[See Solutions for Business Owners ** ](https://broadleafpartners.com/who-we-serve/business-owners-and-entrepreneurs?hsLang=en)

![nearing retirement](https://broadleafpartners.com/hubfs/Comprehensive%20Planning%20-1.jpg)

 Oct 1 2024   

#### Those Nearing Retirement

You've earned a post-career life exactly how you deserve. Find out how we can help you make the retirement plan of your dreams.

[See Solutions for Those Nearing Retirement ** ](https://broadleafpartners.com/nearing-retirement?hsLang=en)

![Young professionals starting their career who are looking for financial planners and investment management from a financial advisor](https://broadleafpartners.com/hubfs/Who%20we%20serve-Young%20Professionals_Hero.jpg)

 Oct 1 2024   

#### Young Professionals

Don't wait to start planning your financial future. For young professionals, our financial advisors can help with investment planning and more to provide a stable financial path.

[See Solutions for Young Professionals ** ](https://broadleafpartners.com/who-we-serve/young-professionals?hsLang=en)

![CTA-1](https://broadleafpartners.com/hubfs/CTA-1.jpg) ![M_CTA-1](https://broadleafpartners.com/hubfs/M_CTA-1.jpg)

## Contact Broadleaf Partners

## Contact Broadleaf Partners

#### With a proven track record of performance, depth of expertise and a commitment to transparency, Broadleaf Partners provides superior service for our clients. We want to empower you to grow and protect your wealth. Even with national recognition, we maintain a boutique feel. Based in Northeast, Ohio, we serve clients nationwide.

[Talk to an Advisor ](https://broadleafpartners.com/contact-us?hsLang=en)