Orchard Financial Group | Leah Coleman CFP®, AAMS®

Orchard Financial Group | Leah Coleman CFP®, AAMS®

Categories

Financial Advisors/PlannersEstate PlanningFinancialServices

About Us

Leah Coleman is the powerhouse financial planner behind Orchard Financial Group. She specializes in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies.

At Orchard Financial Group, we provide comprehensive financial planning, project-based planning, and asset management to help millennials, young and mid-career professionals, LGBTQ couples and families, start-ups, small businesses, and near-retirees achieve their objectives.

Through education, motivation, and proper planning, we are here to take the heavyweight and responsibility surrounding financial independence off your shoulders and place it on ours. As fee-only, fiduciary, and independent financial advisors, we are never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.

We organize, grow, and protect your assets through life's transitions. Creating a balance between finances and dreams with a holistic approach enables our clients to achieve real-life goals.

Images

The bridge to success
Orchard Financial Group
Proud Member

Rep/Contact Info

Card image cap
Leah Coleman
Founder | Financial Advisor CFP®, AAMS®