A complete list of active advisors currently associated with Lelah Financial, LLC
Warmer can help you find a great advisor at Lelah Financial, LLC or one who fits your needs even better.
Lelah Financial provides financial planning and portfolio management to individuals, high-net-worth clients, and small businesses, with services that include retirement-plan advice, modular planning (e.g., divorce and education planning), and business consultation. The firm also advises on rollovers and employer-sponsored retirement plans and prepares written investment guidelines tailored to client objectives. The firm follows a Core + Satellite investment approach that blends passive, low-cost indexed core holdings with selectively chosen active “satellite” positions, and relies on fundamental analysis to inform allocations. It acts as a fiduciary, manages accounts on discretionary and nondiscretionary bases, and emphasizes global diversification and tax-aware implementation where practical. Compared with many independent advisers, Lelah Financial routinely works with corporate/business clients and provides retirement-plan guidance, offers complimentary educational seminars and workshops, and its principal is licensed to sell insurance products (including annuities and life/health coverage) — a dual role the firm discloses to clients. The adviser manages a relatively concentrated book of business (roughly $36 million in assets across a small number of client relationships), which the brochure presents as the basis for individualized, ongoing planning and review.
To learn more about the advisors currently working at Lelah Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Riverwoods, IL
| 19
|
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