Courtney Leffall, CFP® | Founder
We are an independently owned and operated boutique wealth management firm dedicated to improving the financial lives of entrepreneurs, executives and pre-retirees through independent, fee-based, fiduciary advice.
As independent advisors we are not beholden to any bank or investment firm. Unlike competitors, we are not forced to recommend you proprietary products that benefit the parent firm.
As fee-based advisors we derive the vast majority of our revenue from the planning and management fees our clients pay. We will only offer commission based products if it is in the best interest of our client.
As fiduciary advisors we are ethically and legally required to put our clients interest ahead of our own at all times regardless of the type of product or service we are providing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, LA, NC, OR, TX, UT, and WA.
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