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RIA · CRD 174156State-Registered Investment Adviser

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LeFleur Financial

LeFleur Financial is a fee-only and fiduciary wealth management and tax advisory firm. It serves business owners, retirees, and high earners.

Overview

LeFleur Financial is a fee-only and fiduciary wealth management and tax advisory firm. It serves business owners, retirees, and high earners. With expertise in both investing and tax, it provides advice and strategies to build wealth, minimize taxes, and enjoy the life clients have created.

General information

Firm type

RIA

Location

City

Jackson

Principals

Josh Norris

CPA, CFP, CFA — Founder

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