Broadleaf Partners, LLC

Updated today

Find your advisor

Client assets under management

$436,704,364

Clients

227

41% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$1,923,808

About

Broadleaf Partners serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients by providing discretionary and non‑discretionary portfolio management, model portfolio management, third‑party money manager selection, comprehensive financial planning, and limited consulting. The firm documents client objectives in a Personal Investment Policy Statement and provides regular performance and holdings reports.

The investment process combines fundamental, technical, quantitative and qualitative analysis and may be implemented either through individualized portfolios or model strategies; one model, the Broadleaf Growth Equity Portfolio (BGEP), is a concentrated 25–35 stock, growth‑oriented strategy with a stated objective to outperform the S&P 500, while three STRIPS models use mutual funds and ETFs for diversified exposure. Accounts are reviewed at least quarterly, clients are periodically asked to confirm suitability, and third‑party managers are monitored with the option to recommend replacements if they no longer align with a client’s PIPS.

Distinctive features disclosed in the brochure include recommendations for a broader set of products—such as variable annuities, options, margin transactions and interests in oil and gas partnerships—which the firm implements when suitable, and documented solicitor/referral arrangements to compensate third‑party referrers. The firm also discloses obtaining research through broker relationships (including JP Morgan and TD Cowen) and acknowledges limited custody considerations arising from direct fee debiting and transfer authorizations.

Client services

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Active portfolio management Options & derivatives strategies Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: Negotiable

Other

Account minimum: $100,000 Fee-only: Comprehensive Financial Planning Services fixed fee up to $5,000; Consulting services fees based on hourly or fixed project fee, agreed in writing

Main office location

Broadleaf Partners, LLC

9 Aurora Street, Suite #5

Hudson OH 44236, United States

Number of offices

Most active in

Florida · New York · Ohio · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 330-650-0921

Advisors at this firm

Jared H

Series 66

Hudson, OH

Broadleaf Partners, LLC

Jared Hoffman is a financial advisor at Broadleaf Partners, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Valmark Financial Group and Ohio State University. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering portfolio management, model portfolio services, third-party manager selection, financial planning, and consulting. The firm emphasizes model-based investing combined with security selection and employs a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.

Active portfolio management Options & derivatives strategies Real estate investing

William H

Series 63, Series 65

Hudson, OH

Broadleaf Partners, LLC

William Hoover is a financial advisor at Broadleaf Partners, LLC with 24 years of industry experience. He has been with Broadleaf Partners since 2009 and holds Series 63 and Series 65 credentials. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses by offering discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection and monitoring, comprehensive financial planning, and consulting. The firm employs a model-based investing approach combined with security selection, utilizing a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.

Active portfolio management Options & derivatives strategies Real estate investing

Douglas M

CFA®, Series 63, Series 65

Hudson, OH

Broadleaf Partners, LLC

Douglas Mackay is a CFA® charterholder with 29 years of industry experience. He has been with Broadleaf Partners, LLC since 2005. Mackay serves on the investment committees for Peg's Foundation and the Miami University Foundation, advising these endowments on their investment strategies. Broadleaf Partners serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, model portfolio services, third-party manager selection, and financial planning. The firm uses a model-based investing approach combined with security selection and employs a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis in portfolio management.

Active portfolio management Options & derivatives strategies Real estate investing

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support