It’s not enough to have someone look after your money. You need someone to look after your money as if it were their own.
You want to do the right thingwith your money.
But it can take a prudent investment strategy—not to mention a great deal of patience—to achieve your financial goals.
>> Going it alone is not an option… But neither is choosing just “any” advisor.
At Longleaf Advisors, we’ll work with you to assess your benefits needs, prioritize your goals, introduce appropriate tools to reach your workforce, and guide you through every step of the process.
Most importantly, we’ll show you a wide range of proprietary strategies and products—from disability to 401k—that will help you control costs and support your employees without compromise.
Longleaf Advisors can help you create a financial plan that suits your needs and goals. We’ll help you move away from the financial stress that weighs you down, and toward confidence about your investments. And we’ll treat you to the kind of relationship-based, highly customized advice you’ve always deserved.
Experienced Advisorsfor Your Most Valuable Assets
Anyone can do a risk-tolerance questionnaire and set you up with a robo-advisor. Our experience goes to work for you to find out what makes you tick, get to the bottom of your goals, and develop a plan to help you reach them.
>> Building wealth is about building freedom—and Longleaf can help set you free.
Tax
Management
Are you paying more tax than you should? We can work as a team with your CPA to review your portfolio for tax efficiency.
Protection
and Security
To expect the unexpected doesn’t make it easier to deal with when it happens. We can help you plan for—and get through—a wide range of business disruptions.
Personal
Financial Planning
We’re not just about your business—we can also help you individually with financial planning and reliable advice.
>> Building wealth is about building freedom—and Longleaf can help.
Tax
Management
Are you paying more tax than you should? We can work as a team with your CPA to review your portfolio for tax efficiency.
Protection
and Security
To expect the unexpected doesn’t make it easier to deal with when it happens. We can help you plan for—and get through—a wide range of business disruptions.
Personal
Financial Planning
We’re not just about your business—we can also help you individually with financial planning and reliable advice.
We do a lot morethan Pappy used to
Today, Longleaf Advisors offers a full spectrum of wealth management, succession planning, and employee benefits services to business owners. But the principles are still the same:
Here’s how we’ll help you build your future with the clarity, comfort, and confidentiality you need.
1. Identify Your Goals
Our clients tell us that it’s incredibly important to have a trusted resource that helps them make their plans a reality—so it’s incredibly important to us, too. We’ll take all the time that’s necessary to get to know you. And then we get to work helping you pursue them.
2. Present Solutions
Once we’ve fully understood where you are and where you’re trying to go, we’ll also identify any issues that may prevent you from achieving your goals. We diligently assess different scenarios, present you with our findings, and address any questions you have.
3. Develop Your Plan
With clear goals and options in mind, we’ll help you develop the plan that makes the most sense to you—and that will help you pursue exactly what you want. And since we’re fiduciaries who are legally obligated to put your interests ahead of ours, you’ll feel confident we’re looking out for you.
4. Advise and Guide
Once we complete your plan, we’ll be there with ongoing advice, regular check-ins, and yearly updates. After all—it’s one thing to know you have a plan, but it’s another to know that someone will always keep that plan on track.
1. Identify Your Goals
Our clients tell us that it’s incredibly important to have a trusted resource that helps them make their plans a reality—so it’s incredibly important to us, too. We’ll take all the time that’s necessary to get to know you. And then we get to work helping you pursue them.
2. Present Solutions
Once we’ve fully understood where you are and where you’re trying to go, we’ll also identify any issues that may prevent you from achieving your goals. We diligently assess different scenarios, present you with our findings, and address any questions you have.
Read More
3. Develop Your Plan
With clear goals and options in mind, we’ll help you develop the plan that makes the most sense to you—and that will help you pursue exactly what you want. And since we’re fiduciaries who are legally obligated to put your interests ahead of ours, you’ll feel confident we’re looking out for you.
Read More
4. Advise and Guide
Once we complete your plan, we’ll be there with ongoing advice, regular check-ins, and yearly updates. After all—it’s one thing to know you have a plan, but it’s another to know that someone will always keep that plan on track.
