Orchard Financial Group

About

Orchard Financial Group provides comprehensive financial planning, project-based planning, and asset management for millennials, young and mid-career professionals, LGBTQ couples and families, start-up businesses, and near-retirees. We organize, grow, and protect your assets through life’s transitions. Creating a balance between finances and dreams with a holistic approach allows us to enable our clients to achieve real-life goals. Through education, motivation, and proper planning, we take the heavyweight and responsibility off your shoulders. As a fee-only, fiduciary, and independent financial advisor, Orchard Financial is never paid a commission of any kind. We have a legal obligation to provide unbiased and trustworthy financial advice.

Leah Coleman is the co-founder and powerhouse financial planner behind this woman-led, fee-only advisory firm. At Orchard Financial Group, she specializes in explaining and strategizing for Equity Compensation Recipients, prides herself in structuring Socially Responsible Investment Strategies, and is incredibly passionate about working with our wonderfully diverse LGBTQ+ community and their families. She has made it her mission to be a committed ally to you and your goals.

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 life, 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.

Through education, motivation, and proper planning, Orchard Financial is here to take the heavy weight and responsibility surrounding financial independence off your shoulders and place it on ours. We organize, grow, and protect your assets through life's transitions. Creating a balance between finances and dreams with a holistic approach enables our clients to achieve real-life goals.

As a fee-only, fiduciary, and independent financial advisor, Leah Coleman, and Orchard Financial Group is never paid a commission of any kind. We have a legal obligation to provide unbiased and trustworthy financial advice.