SimpliFi® was created to bring sound, independent financial planning to everybody, not just the wealthy.  Since 2004, we have been working to fulfill this mission, primarily by partnering with credit unions to offer our services to their members.  Starting in 2009, Simplifi began offering services directly to consumers as well, producing the opportunity to reach even more people and come closer to fulfilling our mission. Click here to read more...

Our specialized, private labeled, service for banks is called SteppingStone, and our specialized, private label, service for credit unions is called BrightLeaf Financial.