The Blueleaf Story
“Our vision is to make the best financial advisors available to everyone. We work with the very best financial advisors to help them to make it profitable to deliver exceptional service to a radically broader audience. Clients win by getting better service, advisors win by growing their business” — John Prendergast, CEO

Your purpose is our starting point
You want to help people, grow your business, and live your life. And that is a tall order. You’re already working hard to help people. Maybe you even feel a little stretched. Clients’ financial lives and their service expectations are growing. Your business is getting more complex with more regulation, more financial products, and more services to deliver. And margins are under pressure. Helping people is getting harder. Helping more people and living your life, well …

The crisis
We founded Blueleaf in the wake of the 2008 financial crisis, when the volatility of the markets collided with the complexity of the business, and we saw how the old ways of running a practice, and the technology meant to help, simply failed.

With the growing challenges in the business, the pressure rises every day. It’s growing at the speed of finance and technology, shifting along with regulation and compliance requirements. As margins in the industry come down, we are faced with what seem like impossible choices: Drop the smaller clients that got us started and go after big fish? Or try to serve too many, and sacrifice our quality of life?