Leah has been advising us for a couple years now. She is helping guide us to soft landings at retirement. She is super focused on meeting our quality-of-life goals. She has been especially helpful and available when life events occur. I fully recommend her services.
From Orchard Financial Group
Orchard Financial Group provides comprehensive financial planning, project-based planning, and asset management for millennials, young and mid-career professionals, LGBTQ couples and families, start-up businesses, and near-retirees. We organize, grow, and protect your assets through life’s transitions. Creating a balance between finances and dreams with a holistic approach allows us to enable our clients to achieve real-life goals.
Through education, motivation, and proper planning, we take the heavyweight and responsibility off your shoulders. As a fee-only, fiduciary, and independent financial advisor, Orchard Financial is never paid a commission of any kind. We have a legal obligation to provide unbiased and trustworthy financial advice.
