Behind the Scenes and Out in Front

Goldleaf Partners wants you to attract and win more business clients. That's why we work hard to ensure that the retirement and benefit plans you represent are effective and efficient. And with a client retention rate of 99%, it’s no wonder we rank among the highest in the nation for repeat business from financial advisors!

As your servicing partner, we equip you with the necessary knowledge, the perfect mix of investment products, the reliability of plan administration, and exceptional support services — all to help you gain more clients and grow your assets under management.

Goldleaf Partners service model is exclusively unbundled, leveraging select recordkeepers and investment partners who meet your stringent requirements and our service and technology expectations, including John Hancock, Hartford, ING, MassMutual, Great-West, AUL OneAmerica, American Funds, Transamerica, First Merc and others. Because we’re an independent service provider, you can propose a diverse selection of recordkeeping solutions to meet the needs of all your clients.

We manage plans in a team environment so you always have ready access to answers. Our proprietary service model includes proactive monitoring and auditing to help identify issues before they develop into problems. We take care of unseen details, giving you more time to spend on more profitable activities.

Goldleaf Partners strives to provide best-in-class service for you and your clients. Doing so requires a partnership with advisors who also share our vision of best-in-class standards. That’s the idea behind our Goldstar Financial Advisor Excellence Award. The award recognizes outstanding contributions and honors advisors who’ve had exceptional success.

With steadfast dedication, we continually fulfill our promise to lessen the client’s administrative burdens and reduce their fiduciary risks!