Leah Coleman
Founder | Financial Advisor at Orchard Financial Group
- Role
- Founder Financial Advisor at Orchard Financial Group
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Leah Coleman
Founder of Orchard Financial Group | I\'m a committed ally to your goals and am here to not only enrich your life but build confidence in your future. As the powerhouse financial planner behind this woman-led, fee-only advisory firm, I specialize in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. As a fee-only financial planner, I focus on offering unbiased financial advice. I\'m excited to learn more about your unique financial position and share my knowledge and strategies with you. Together we will create a balance between your finances and dreams, empowering you to achieve real-life goals. At Orchard Financial Group, we offer comprehensive financial planning, project-based planning, and asset management. We are a fee-only, fiduciary, and independent financial advisory firm, and as such, we are never paid a commission of any kind.Located in Austin, TX, serving clients locally and across the country.
Experience
Founder Financial Advisor
Dec 2018 — Present · Austin, TX, US
Passionately serving the LGBTQIA+ community and their families
Education
University of Tennessee, Knoxville
Business Administration, Management and Marketing
2008 — 2011
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