Financial Advisors

Do you want to reduce your fiduciary risk and associated workload to focus on participants? Are you interested in utilizing an integrated and flexible solution that helps guide plan sponsors?

We work with advisors across the U.S. to help them better serve their plans as demand increases to take on fiduciary risk. We believe LeafHouse is ideal for non-specialist retirement advisors and advisors that focus exclusively on retirement plans. By outsourcing fiduciary responsibilities, advisors reduce their liability and can focus on relationship management, plan effectiveness, and new business cultivation.

Our flexibility empowers advisors to design their practice and service offerings to suit their needs.

LeafHouse does not compete with advisors for retirement plan business, we become an extension of the team.