Financial Advisors
Austin, TX
Orchard Financial Group is a fee-only, fiduciary financial advisory firm in Austin founded by Leah, specializing in comprehensive wealth management for LGBTQ+ couples and families. They provide financial planning, investment management, equity compensation reviews (including ISO, RSU, and NSO strategies), socially responsible investment strategies, and retirement planning. Their personalized, collaborative approach focuses on aligning clients' money with their life goals so they can achieve financial confidence and peace of mind.
Ideal for: Tech and startup employees with equity compensation, LGBTQ+ couples and families, individuals seeking socially responsible investments, professionals with complex financial situations
Service area: Austin, TX and surrounding areas
Fee-Only & Fiduciary: Never paid commissions and legally bound to act in clients' best interests. Member of NAPFA and CFP Professional.
Equity Compensation Expertise: Specialized knowledge in navigating complex equity compensation options including ISO, RSU, and NSO strategies.
LGBTQ+ Community Specialist: Dedicated ally to LGBTQ+ couples and families, member of Austin LGBT Chamber, with culturally competent planning.
Address: 98 San Jacinto Blvd #400, Austin, TX 78701
Phone: (512) 655-3444
Website: orchardfinancial.com
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