Orchard Financial
Orchard Financial (CRD# 300320) is a financial advisory firm headquartered in Austin, TX. They manage $7,940,669 in 67 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management8MILLION
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Total Number of Accounts67ACCOUNTS
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Average Account Value$118,517
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
TX
Leah Coleman (CRD# 5872877) is Fee-Only, Investment Advisor Representative working at Orchard Financial Group in Austin, TX, and has over nine (9) years of experience in the finance industry. As the powerhouse financial planner behind this women-led, fee-only advisory firm, she specializes in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. Her focus is to offer unbiased financial advice and become a committed ally to your goals that enriches your life and builds confidence in your future.
Leah Coleman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the CFP Board's Fitness Standards for Candidates and Registrants, and agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct. These rules put clients' interests first and comply with the Financial Planning Practice Standards