LELAH FINANCIAL, LLC

Overview

Lelah Financial, LLC is an independent RIA that serves individual and family clients with a mix of financial planning, portfolio management and insurance brokerage. The firm’s investment posture favors equities as the primary growth engine, supplemented by mutual funds, annuities and select alternative allocations. Its advisory menu includes ongoing discretionary portfolio management for individuals and small businesses, hourly and fixed-fee planning work, and educational workshops—services that align with a client base seeking coordinated planning plus execution. Fee arrangements are flexible: percentage of AUM is used for managed portfolios alongside hourly and fixed engagements for planning or project work. As an insurance broker, the firm integrates insurance and annuity solutions into client plans, which affects product choice and how some assets are held. Lelah Financial does not identify as an active ESG investor and focuses on traditional allocations with tactical use of alternatives for diversification and income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices