Updated:
LELAH Financial
Lelah Financial, LLC is an independent fee-only Registered Investment Advisor that provides financial planning and investment services through collaboration...
Overview
Lelah Financial, LLC is an independent fee-only Registered Investment Advisor that provides financial planning and investment services through collaboration and reliable communication. The firm is dedicated to acting as each client’s Chief Financial Officer to help meet and exceed financial goals while protecting clients from unforeseen life-changing events. Services include investment and accumulation strategies, portfolio design, cash-flow review, investment tax strategies, retirement plan analysis, education funding vehicles, estate planning coordination, and insurance coverage evaluation.
General information
Firm type
RIA
Location
City
Riverwoods
Principals
Josh Lelah
CERTIFIED FINANCIAL PLANNER™ professional
Frequently asked questions
What is LELAH Financial's investment strategy?
No investment strategy for LELAH Financial has been explicitly stated or inferred from public filings, reported deals, or media coverage. The firm has not been linked to any known investments, fund commitments, or direct allocations in public sources.
Where is LELAH Financial based?
As a registered US LLC, LELAH Financial's specific headquarters city and country are not verifiable from public sources. The state of its LLC registration is also not uniformly documented in available records.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research LELAH Financial in Altss
Explore available research and relationship coverage for this adviser in Altss.