CLOVER LEAF FINANCIAL LLC
SEC RegisteredYour Financial Prosperity Starts with the Right Vision
About the firm
Clover Leaf uses a Plan-First approach in which a client's investment portfolio is designed by their goals and values. The firm provides focused financial consulting and targeted portfolio management, building financial plans around client ideas and values while adjusting to life changes. Their business is built on a foundation of thoughtful client relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, targeted portfolio management, retirement design, tax planning (including tax loss harvesting and taxable income planning), risk mitigation, and estate planning and designation services.
Who they serve
Families who want more than just an investment manager and seek a financial team to help navigate day-to-day financial challenges.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 198 | $25M |
| High Net Worth Individuals | 25 | $50M |
| Investment Companies | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
1 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLOVER LEAF FINANCIAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched