Three Leaf Financial

Three Leaf Financial is a full-service financial planning firm dedicated to helping individuals, endowments, and corporations achieve their financial goals. Established in March 2010, our firm is built on a foundation of providing tailored financial plans that incorporate the right blend of investments, insurance, and planning services. Our goal is to cultivate long-term relationships with our clients, ensuring their financial success from seed to retirement.

Our Team

Our team is led by Derek N. Sauerwine, Founder & Advisor. Derek attended East Stroudsburg University and, after a successful career in the hospitality industry, decided to apply his planning expertise and passion for helping people by starting his own Financial Advisory Practice. He excels in making complex ideas easy to understand, allowing clients to make informed decisions about their financial future.

Investment Services

At Three Leaf Financial, we design, implement, and manage formal investment strategies tailored to each client's individual goals. We believe in a risk-managed approach, creating a unique methodology for each investment account while ensuring they align with the overall financial plan. Our investment strategies incorporate a diverse range of assets, offering clients a balanced and comprehensive approach to wealth management.

Insurance Services

As part of our holistic approach to financial planning, we evaluate, design, implement, and manage a formal insurance strategy that complements our clients' overall financial plans. Insurance products can provide supplemental income, help cover long-term care costs, or address survivorship concerns, ensuring our clients' financial security. We work closely with each client to select the most appropriate insurance solutions, integrating them seamlessly into the overall plan.

Planning Services

Our planning services begin with understanding our clients' goals, time horizon, resources, and risk tolerance. With this information, we develop a long-term financial plan tailored to their specific needs. Each individualized plan incorporates an appropriate mix of investments, insurance, and planning services, ensuring our clients' financial success. As a Fiduciary, our clients can trust that their best interests are always put first, and every plan is put in writing with clear understanding and disclosure of any fees or charges for implementation and management.

Our Commitment

Three Leaf Financial is committed to serving as a trusted partner in our clients' financial journeys. We are dedicated to making complex ideas easy to understand, fostering life-long relationships, and providing tailored financial plans that help our clients achieve their financial goals. As a licensed Fiduciary, we prioritize our clients' best interests and strive to deliver exceptional service, ensuring their financial well-being.