Letteney Financial Advisory

Our Commitment to Personalized Financial Planning

Tired of feeling like just a number in a large corporation? At Letteney Financial Advisory, we believe in fostering genuine, personalized relationships with our clients. We take the time to get to know you, your unique goals, and your aspirations. This personalized approach ensures that your financial plan is tailored to your specific needs and aspirations.

Our Mission

Our mission is to empower you with the knowledge, support, and guidance you need to achieve financial success. We do so by:

• Providing comprehensive financial planning that considers all aspects of your life, including your personal aspirations.
• Taking a proactive, collaborative approach to investment strategies.
• Upholding the highest ethical standards and prioritizing client confidentiality.

Who We Are

Founded in 2019, Letteney Financial Advisory is a small, independent firm with a deep commitment to client service. Our founder, Jim Letteney, brings over 10 years of experience in the financial planning industry to the table. He is passionate about helping individuals and businesses achieve their financial goals through informed investing and tailored strategies.

What Sets Us Apart

What sets us apart from other financial planning firms is our dedication to:

• Active listening: We take the time to understand your unique needs and goals and to address your financial concerns.
• Comprehensive approach: We consider all aspects of your financial life, including your age, experience in investing, risk tolerance, finances, and personal aspirations.
• Personalized recommendations: Your financial plan will be tailored to your individual situation and objectives.
• Transparently communicating: We explain financial concepts in clear, easy-to-understand language.

Partnering with You for Success

Whether you're just starting out on your financial journey, are a seasoned investor, or a business owner looking to enhance your employee benefits, Letteney Financial Advisory is committed to being your trusted partner. We will work alongside you every step of the way, empowering you to make informed financial decisions and achieve your goals.