Leah Coleman, CFP®, AAMS® Orchard Financial Group
- 10828 Pall Mall Dr, Austin, TX 78748
- (512) 655-3444
- https://orchardfinancial.com/
About Leah Coleman, CFP®, AAMS®
As a husband and wife team, starting Orchard Financial Group has been a dream of ours for many years. We wanted to create an advisory firm that we personally felt comfortable using, somewhere that treated us like a person and not just an asset.
We provide comprehensive financial planning, project-based planning, and asset management to support millennials, young and mid-career professionals, LGBTQ couples and families, start-up businesses, executives, and near-retirees. 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.
With us on your team, you get the best of both worlds, a team-based approach to discover your financial needs and set you on the right path to success. We want you to feel the freedom that knowledge brings, leaving you confident that experts manage your financial well-being. We organize, grow, and protect your assets through life’s transitions. Through education, motivation, and proper planning, Orchard Financial Group is here to take the heavyweight and responsibility that surrounds financial independence off of your shoulders and place it on ours.
We’re excited to learn more about your unique financial position and share our knowledge and strategies with you. A deep-rooted relationship with us provides certainty through customized education, expert financial planning, and a growth map with specific implementation assistance along the way. Together we will create a balance between your finances and dreams.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Gen Y/Millennials
- LGBTQIA
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $450+/mo
- Flat Fee: $1000+/engagement
- Assets Under Management: 0.75%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
