Broadleaf was inspired by the all-too-many peers who had come to regret the way they exited their companies. We thought there must be an alternate path and set out to create one. The alternative needed to solve two problems:
- Financial Advisory owners with limited exit options being forced into the arms of banks, corporates or large dealer groups
- Younger advisers wanting to become owners, but not yet having the resources.
The Broadleaf model focuses on acquiring financial advisory firms with aligned values, and helps facilitate the transition from the incumbent owners to younger advisers who don’t yet have the capital to buy out their bosses. And in the process aims to help drive the rise of independent unconflicted advice in the industry.
Clients deserve to be able to trust high quality providers independent of product sales and we’re passionate about doing everything we can to make this happen.