Longleaf Advisors, LLC | An independent, financial advisory firm

Better advice. Better service. Better results.

If you're running a business,

Longleaf Advisors will help you take care of everything from wealth management to employee benefits.

You’ll enjoy the confidence that comes with knowing you’re in good hands—and reap the rewards of a focused, holistic approach.

If you're running a business,

Longleaf Advisors will help you take care of everything from wealth management to employee benefits.

You’ll enjoy the confidence that comes with knowing you’re in good hands—

and reap the rewards of a focused, holistic approach.

We've spent 80 years

Serving with Excellence

At Longleaf, we take care of your workforce, your wealth, and your wishes for what happens after you retire.

And we do it with a level of care and compassion that’s rare in the industry.

We've spent 80 years

Serving with Excellence

At Longleaf, we take care of your workforce, your wealth, and your wishes for what happens after you retire.

And we do it with a level of care and compassion that’s rare in the industry.

Knowledgable Advice When You Need it the Most

Everything we do falls into one of three domains—

wealth management, financial planning, and employee benefits.

In other words, we provide advice on health, disability, and 401K; help with succession planning and estate planning; financial guidance, advice on pensions and Social Security; and full employee benefits solutions.

In other words, we provide advice on health, disability, and 401K;

help with succession planning and estate planning;

financial guidance, advice on pensions and Social Security;

and full employee benefits solutions.

Knowledgable Advice When You Need it the Most

Everything we do falls into one of three domains—

wealth management, financial planning, and employee benefits.

In other words, we provide advice on health, disability, and 401K;

help with succession planning and estate planning; financial guidance, advice on pensions and Social Security;

and full employee benefits solutions.

In other words, we provide advice on health, disability, and 401K;

help with succession planning and estate planning;

financial guidance, advice on pensions and Social Security;

and full employee benefits solutions.

How We Can Work Together

Employee Benefits

Your employees are more likely to stay with you when you provide them with an attractive benefits program.

WE CAN HELP

Succession Planning

When it's time to retire or sell, you’ll be faced with a number of challenging issues. If you’re looking to make the transition smoother, we can help.

WE CAN HELP

Wealth Management

If financial stress and anxiety are weighing you down, you need the confidence that comes with knowing your investments are in order.

WE CAN HELP

The Longleaf Difference

We understand what business owners need—and it’s not someone who’s afraid to get his shoes dirty on the farm, or the factory floor, or the construction site.

Why Longleaf Advisors?

Fiduciary Financial Advisors

We hold ourselves to a higher standard of care when it comes to your assets. In fact, we are legally obligated to put your interests ahead of ours.

CFPs®

The Certified Financial Planner designation is held by only 25% of the country's financial advisors—and at Longleaf, we’re proud to be CFPs.

80 YEARS OF TRADITION

Our family has had eight decades to learn about what construction, machinery, and agricultural businesses need—and, frankly, we think that experience shows.

ABOUT LONGLEAF

The Longleaf Difference

We understand what business owners need—and it’s not someone who’s afraid to get his shoes dirty on the farm, or the factory floor, or the construction site.

Why Longleaf Advisors?

Fiduciary Financial Advisors

We hold ourselves to a higher standard of care when it comes to your assets. In fact, we are legally obligated to put your interests ahead of ours.

CFPs®

The Certified Financial Planner designation is held by only 25% of the country's financial advisors—and at Longleaf, we’re proud to be CFPs.

80 YEARS OF TRADITION

Our family has had eight decades to learn about what construction, machinery, and agricultural businesses need—and, frankly, we think that experience shows.

ABOUT LONGLEAF