Commanding Industry Respect

Goldleaf Partners is one of the fastest-growing retirement plan consulting and administration firms in the nation. Established in 2003, we currently serve more than 1,500 plan sponsors and more than 350 financial advisors…and we're growing daily!

As a respected firm, we help client partners across the country grow financial wealth and manage benefits. We offer a diverse set of integrated services and employee benefit plans that include retirement plans, flexible spending accounts, and COBRA coverage.

The Goldleaf Partners service model is exclusively unbundled. We leverage select record-keepers and investment partners who meet our clients’ stringent requirements, and our own service and technology expertise.

We understand that selecting and administering employee benefit plans is often a confusing and time-consuming task for many businesses. We strive to be a trusted partner by simplifying these tasks and helping clients and employees grow the financial wealth and prosperity they deserve.

The staff at Goldleaf Partners has the proven work experience needed to maximize rewards to you and your employees. Our knowledgeable professionals use a consultative approach. We ask the right questions and carefully listen to you so you get the optimum outcome — a benefit plan perfectly matched to your unique needs, and expertly managed to your advantage.

We value the relationships we have with financial advisors, and in 2008, we introduced the Goldstar Financial Advisor Excellence Award. The award recognizes the accomplishments of our top financial advisors and honors their outstanding contributions to the retirement plans industry.

The Goldleaf Partners team has an average of 14 years of industry experience, and carrries a host of professional credentials and designations, including Certified Public Accountant (CPA), Certified Pension Consultant (CPC), Qualified Plan Administrator (QPA), Professional in Human Resources (PHR).

Meet our leaders.