Planning with Purpose
Building Wealth
Improving Lives
At Longleaf Capital Group, we believe wealth is a means to a greater end.
We partner with individuals, families, and institutions to provide personalized, strategic financial guidance that not only builds and preserves wealth but also improves lives through clarity, confidence, and peace of mind. Our mission is to help clients align their financial decisions with their most deeply held values—so they can live with purpose, plan with intention, and leave a lasting legacy.
Trusted Guidance
Seasoned Advisors with more than 183 years of experience.
The best interest of our clients is at the center of everything we do.
Depth & Diversity of Experience
Our team includes two former CPAs, four CFP Professionals, and advisors with deep experience across estate planning, investment strategy, institutional retirement plans, and tax optimization. We’ve guided clients through every market environment and helped them navigate complex financial decisions with clarity and confidence. Simply put, we’ve seen it all, and we use that perspective to deliver advice that’s not only technically sound, but deeply thoughtful and tailored. This isn’t just wealth management—it’s seasoned judgment, built over decades, working for you.
Independent
Our independence empowers us to explore a broader range of opportunities - free from the conflicts of interest often found in the corporate environments we intentionally left behind.
