Leah Coleman, CFP®, AAMS® Orchard Financial Group

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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.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen Y/Millennials
  • 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%

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