LeBrigh Life Planners

LeBrigh Life Planners is a fee‑only financial planning firm that works primarily with individuals and high‑net‑worth households, offering comprehensive planning and portfolio management across retirement, tax, estate, insurance and education matters. The firm is a registered investment adviser and maintains a NAPFA membership that can generate client referrals.

The firm creates custom, client‑specific investment plans that emphasize diversification across equities, fixed income and alternative exposures and employs fundamental, technical and cyclical analysis. All assets are managed on a non‑discretionary basis — clients retain final trading authority and the firm will place trades only upon client request — and portfolios are reviewed at least quarterly while roughly half of the firm’s time is devoted to planning work outside of investment management.

Noteworthy distinctions compared with peers are that virtually all AUM is non‑discretionary (an uncommon arrangement among independent advisers), the firm does not accept standing discretionary authority and it does not vote client proxies. The principal holds both CFA and CFP credentials, the practice serves a very small client base, and its fee structure effectively concentrates services toward higher‑net‑worth households.