A complete list of active advisors currently associated with Lestna Retirement, LLC
Warmer can help you find a great advisor at Lestna Retirement, LLC or one who fits your needs even better.
Lestna Retirement provides fee-only holistic wealth planning and discretionary investment management to individuals, families, and institutional clients, and also offers ERISA fiduciary consulting for retirement plans. The firm reports managing approximately $2,855,006 in discretionary assets for about 22 clients and operates with two investment adviser representatives. The firm’s investment approach emphasizes diversified, passively oriented model portfolios built primarily with low-cost ETFs and guided by Modern Portfolio Theory and an internal “Lestna Risk Score” framework. Financial planning is tailored to each client’s goals, time horizon, and risk tolerance, with discretionary authority available for ongoing portfolio implementation and monitoring. Noteworthy distinctions include a disclosed affiliation with a real estate broker through the firm’s principal, a meaningful non‑U.S. client base reported in its ADV, and the firm’s use of client testimonials in its advertising — items that are uncommon among similarly sized supported firms. For a firm of modest assets-under-management, it also maintains formal ERISA 3(21)/3(38) fiduciary consulting services for retirement plans, which expands its service mix beyond typical individual-focused offerings.
To learn more about the advisors currently working at Lestna Retirement, 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 |
|---|---|---|
Chicago, IL
| 11
| |
Chicago, IL
| 4
|
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