Lestna Retirement, LLC

Overview

Lestna Retirement, LLC is a small, independent registered investment adviser that focuses on individual and family clients. The firm emphasizes equity-centered portfolios, using exchange-traded equities and ETFs as its primary building blocks. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting services, and the firm charges a mix of percentage‑of‑AUM, hourly and fixed fees. Lestna Retirement does not identify as an active ESG investor and operates as a single‑state, owner‑run RIA rather than a multi‑state advisory platform or a capital allocator. Investment activity is concentrated and discretionary: the firm reports all of its assets as discretionary, signaling that portfolio decisions are typically executed by the adviser rather than only recommended to clients. Execution and custody are routed through Interactive Brokers, which is consistent with a hands‑on, execution‑oriented equity strategy and use of exchange‑listed instruments.

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Location & Offices