Why You’ll Love Blueleaf

Blueleaf simplifies tracking all your savings and long-term financial goals while making everything you own transparent, understandable, and controllable.

  • – Track Everything –

    See all your accounts in one, secure place. Achieve your goals faster by seeing how all your accounts work together.

  • – Better Decisions –

    Collaborating with your family and advisor. Settings allow you to control what others have access and control over.

  • – Total Transparency –

    Complete transparency into every single account and investment. See what you’re actually invested in.

  • – Already Connected –

    We work with thousands of financial institutions to update your account information automatically and securely.

From The "Savings & Investment" Blog N

Our Latest Tweet B

@blueleafadvisor - Feb 24
The latest #BLNation Active Advisor! https://t.co/DD0YVCtx0k Thanks to @DonStClairJr #contentmarketing #assetallocation

@blueleafadvisor - Feb 24
The year of #advisor digital content is upon us. Listen to the 123 content marketing tools from industry profession… https://t.co/YaSL0yUNHN

@blueleafadvisor - Feb 24
The latest #BLNation Active Advisor! https://t.co/r2rZp1BTXw Thanks to @WestTownFred @danamenard @DerekLawson2 #retirement #cfp

@blueleafadvisor - Feb 23
The latest #BLNation Active Advisor! https://t.co/hfKFCAfrss Thanks to @argento_nero @SteveInOakPark @EvanMLevine #tax #cpa

Tell your financial advisor about Blueleaf…

It’s the best way to get yourself on Blueleaf. The button on the right will launch your email application with a pre-written email (to make your life a bit easier) that you can send your advisor. Simply add your financial advisor’s email address and send.

Tell Your Advisor

This will open a new email in your email application.

Get In Now!

The best way to start using Blueleaf is to tell your financial advisor about us. You'll be doing them a favor if you do ;)

  Your Email (we will keep your email completely private) *
  Your Advisor's email (to invite them to Blueleaf *
  Your Advisor's Firm Name *

Request An Invitation

We sometimes let new customers in depending on certain circumstances. Let us know you're interested and at some point we may email you an invitation. Thanks!

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