Orchard Financial Group

Welcome to Orchard Financial Group, a fee-only, fiduciary, and independent financial advisory firm. We are proud to specialize in offering socially responsible investment strategies, equity compensation reviews, and financial planning services tailored specifically for LGBTQ couples and families. Our mission is to empower people by aligning their money and their life so they can enjoy the freedom they deserve. We strive to provide a safe, inclusive, and welcoming space for everyone, without judgment.

Our founder, Leah Coleman, CFP, AAMS, built Orchard Financial Group on the belief that proper financial management, strategic application, and transparency empower clients to better understand and navigate their finances. With a strong commitment to education, motivation, and open communication, Leah and her team endeavor to take the heavy strain and responsibility surrounding financial independence off clients' shoulders and place it on their own.

Who We Serve

At Orchard Financial Group, we work with a variety of clients, from young professionals starting their financial journey to seasoned investors seeking socially responsible investment strategies. We specialize in serving the LGBTQ community and their families, offering financial planning for couples and families that respects and celebrates their unique experiences and needs. Our goal is to help each client build a strong financial foundation that supports their dreams and aspirations.

Schedule a Meeting

If you're ready to take control of your finances, we invite you to schedule a meeting with us. During our initial meeting, you'll have the opportunity to share your story, discuss your financial goals, and get a sense of what working together feels like. Our process is collaborative, transparent, and educational, ensuring you have the knowledge and tools you need to make informed decisions about your financial future.

Grow with Confidence and Clarity

As your finances grow and your life evolves, managing your money can become increasingly complex. At Orchard Financial Group, we're here to help you maintain balance, grow confidently, and live boldly. We understand the importance of aligning your money with your values, and we're dedicated to providing intelligent solutions to your unique financial challenges. With our fee-only and fiduciary approach, you can trust that we're always working in your best interest.

Whether you're seeking guidance on equity compensation, socially responsible investment strategies, or comprehensive financial planning, Orchard Financial Group is here to support you every step of the way. We're proud to serve as your dedicated ally and advocate on your journey toward financial freedom and a fulfilling life.

Don't let financial complexity weigh you down. Schedule a meeting today and discover the freedom of financial clarity with Orchard Financial Group.