Established to serve your financial needs now and for generations to come.

At Greenleaf Trust, our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services.

Supporting your wealth, your life and your goals.

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99%

Client retention

Committed to your success - no matter your goals.

Services

Wealth Management

True partners in strengthening your financial future.

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Trust Administration

A holistic approach to maximizing your assets and preserving your family values.

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Retirement Plan Services

Retirement plan solutions that are good for business and great for morale.

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The Family Office

Achieve optimum outcomes for sustainable family wealth.

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Institutional Services

Whatever your mission, our team is here to ensure your assets are managed wisely.

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The pillars of our core culture.

Listen to our Chairman, William D. Johnston, share the pillars of the Greenleaf Trust culture.

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News

October 25, 2022

Greenleaf Trust announces addition of new member to the Board of Directors

October 19, 2022

Money Talk with Nick Juhle

October 14, 2022

September Retail Sales - Inflation/Rates Weighing on Consumers

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