Leah Coleman

CFP®, AAMS®

Orchard Financial Group

Founder | Financial Advisor

Leah Coleman

CFP®, AAMS®

Orchard Financial Group

Founder | Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice. Transform your family's future and enrich your life with personalized, confident financial advice you deserve. - Leah Coleman, CFP®, AAMS®

Fee-Only financial planner specializing in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. Located in Austin, TX, serving clients locally and across the country.

Leah Coleman is an Austin, TX, fee-only financial planner. At Orchard Financial Group, we specialize in explaining and strategizing for Equity CompensationIncentive Stock Options (ISO), Restricted Stock Units (RSU), and Non-qualified Stock Options (NSO). We pride ourselves in offering Socially Responsible Investment Strategies for every portfolio and are incredibly passionate about working with our wonderfully diverse LGBT community and their families. We've made it our mission to be a committed ally to you and your goals.

Many people see personal management and comprehensive financial planning as just another necessary cost. But we believe it's an investment. When you work hard to create an established, well-organized life, it does more than just make you look good. It builds trust within yourself. It sets you apart.

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 Group is here to provide comprehensive financial planning and asset management to help Millennials, Young and Mid-Career STEM Professionals, LGBTQ Couples and Families, Equity Compensation Recipients, and Executives. We work to 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 is never paid a commission of any kind. She has a legal obligation to provide unbiased and trustworthy financial advice.

 

Leah Coleman is the co-founder and financial advisor at Orchard Financial Group. A women-led, fee-only advisory firm specializing in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies, located in Austin, TX.


Imagine a scenario where your money and your goals work in tandem. You spend your days doing what you love and have a clear understanding of what comes next.

I founded Orchard Financial Group to represent those dreams and as a place that respected the process of achieving them. I wanted to create a fee-only financial advisory firm that I would feel comfortable using, somewhere that treated me like a person and not just an asset. 

Early in my career, I dedicated myself to financial literacy and formal education. I knew that I would be best suited to educate and support my clients with an extensive knowledge base and a wide range of experiences. This enthusiasm drove me to work for large corporations as well as a boutique wealth management firm. While engaged at these firms, I learned about market fluctuations and how to plan for them properly. I've taken a wide range of my industry knowledge and utilized it to form my firm. I am known for being down-to-earth and approachable, but believe me when I say -- I am very good at what I do. 

One of our purposes at Orchard Financial is to offer our clients independence by incorporating freedom into their lives. With us on your team, you get the best of both worlds, a team-based approach to discover your financial needs, and a set of appropriate deliverables to guide you down the path to success. 

We want you to feel the freedom that knowledge brings, leaving you confident knowing that experts manage your financial well-being.

If you're ready to move forward or would like to find out more about our planning and management partnership — follow this link to schedule a meeting. We're excited to learn more about your unique financial position and share our knowledge and strategies with you.


Discover the freedom of financial clarity. Curated financial advice tailored to meet your needs.

Leah Coleman is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

With proper financial management, strategic application, and transparency Orchard Financial Group helps our clients better understand and navigate their finances. 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, Orchard Financial is here to help take the heavyweight and responsibility that surrounds financial independence off of our client's shoulders.

FINANCIAL FREEDOM

We believe in structuring our client's finances in a modern manner that enables them to achieve realistic financial goals and independence.

TRANSPARENCY

We believe developing a long-term and fruitful relationship with honesty, integrity, and open communication is paramount on the road to financial freedom.

EDUCATION

Our emphasis on education is essential. We enable our clients to understand their roadmap to success by empowering them to become more knowledgeable about financial management.

GIVING BACK

We believe giving back to our community is essential to ensure the growth of those around us.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Equity Recipients (RS/RSU SOP ESPP)
  • Socially Responsible Investments (SRI)
  • Equity Compensation Review
  • Investment Management
  • Tax Implications & Outlines
  • Retirement Income Planning
  • Comprehensive Financial Planning
  • Inheritance Planning
  • Qualified Tuition Plans (529 Plan)

Ideal Clients

  • LGBTQ+ Couples and Families
  • STEM Professionals
  • Employee Stock Options Recipient
  • Restricted Stock Recipient
  • Growing Families
  • Young & Mid-Career Professionals
  • Sudden Money Situations
  • Business Owners and Executives
  • Novice Investors

Working Together

  • Complimentary Initial Consultation
  • Virtual Meetings
  • Fee-Only, Fiduciary
  • No Product Sales
  • Clearly Defined Fees
  • Disciplined Advice
  • Intelligent Solutions
  • Accredited Asset Management Specialist
  • CERTIFIED FINANCIAL PLANNER™

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Leah Coleman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Leah Coleman is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • AAMS - Accredited Asset Management Specialist

    Leah Coleman is an Accredited Asset Management Specialist

    Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

  • XY Planning Network
    Leah Coleman is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Dimensional Funds
    Orchard Financial Group is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Leah Coleman

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Office Locations:

  • 10828 Pall Mall Dr
    Austin, TX 78748

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