Leah Coleman, CFP®, AAMS®

All-Inclusive Wealth Management & Financial Advice

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Orchard Financial Group Leah Coleman, CFP®, AAMS® She/Her
Austin, Texas

Serving Clients Nationwide

All-Inclusive Wealth Management & Financial Advice

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Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • Investment Management
  • LGBTQ Couples
  • Socially Responsible Investing

About Me

I'm Leah, and I get it. You've worked hard to earn what you have, and you need a plan to ensure your money is working hard for you.

Imagine a scenario where your money and your goals work in tandem. You spend your days doing what you love and have a clear understanding of what comes next.

I founded Orchard Financial Group to represent those dreams and as a place that respected the process of achieving them. I am known for being down-to-earth and approachable, but believe me when I say -- I am very good at what I do. You can be confident you're in good hands.

Professional Designations

  • Accredited Asset Management Specialist (AAMS)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • Women in ETFs
  • XY Planning Network

Primary Location

78748

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Schedule a meeting with us that fits your schedule. Meet with Leah to share your story and get a sense of what working together feels like. Our work together is collaborative. We will sit down and discuss your journey and find out how you operate now and what you envision your progress looking like for your future. We will partner with you every step of the way. With every decision to be made, we'll ensure that you have just what it takes to come to a clear, confident financial conclusion.

Offers Investment Management

Yes

About our Firm

At Orchard Financial Group, we know how stressful it can be to operate and maintain a successful work-life balance and a diversified growth plan. After a while, it all starts to look the same. Your routines become your lifestyle, and your individual planning goes out the window. But here's the thing — you shouldn't have to live that way.

We want to take the stress of designing and sustaining the complete fiscal package off your plate so you can focus on what you're great at - living life by your design.

We are a fee-only, fiduciary, and independent financial advisory firm. As such, we are never paid a commission of any kind. At Orchard Financial Group, we specialize in explaining and strategizing for Equity Compensation, Incentive Stock Options (ISO), Restricted Stock Units (RSU), and Non-qualified Stock Options (NSO) that benefit our growing client base. We pride ourselves in offering Socially Responsible Investment Strategies for every portfolio and are incredibly passionate about working with our wonderfully diverse LGBTQIA+ community and their families. We have made it our mission to be a committed ally to you and your goals.

If you're ready to move forward or would like to find out more about our planning and management partnership — follow the link above to schedule a meeting. We are excited to talk with you through all your questions and concerns.

Awards and Honors

  • Top 101 Impact Investing companies in Texas

Hobbies and Interests

  • Beach
  • Entertaining
  • Exercising
  • Family
  • Relaxing
  • Traveling
  • Volunteering
  • Wine
  • Working Out

Who We Serve

  • Blended Family
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Investors
  • LGBTQ
  • LGBTQ Couples
  • Newly Engaged / Newlywed
  • Remote Workers
  • Single Women
  • Technology Professionals
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

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