Orchard Financial Group

Located in Houston, Texas

Address: 98 San Jacinto Blvd #400, Austin, TX 78701, United States

Phone: +1 512-655-3444

Rating: 5

Review 1 (2024-10-24 - Rating: 5)
Leah was a pleasure to work with! Ive wanted a full financial review for quite some time to understand my current portfolio and get recommendations to align with future goals. After researching a few folks, I found Leah and found her to be incredible! She took the time to understand my current financial state, was super helpful in explaining various strategies and provided me with something I had been looking for for quite some time - actual recommendations on how I might want to align my financial strategy towards the future. I cannot recommend Leah enough - with her help and guidance, I feel confident and comfortable with my financial future.

Review 2 (2024-07-17 - Rating: 5)
We worked with Leah earlier this year to help organize our finances, including retirement, investments, and educational funds. From the beginning, Leah was an excellent advisor and completely worth the financial investment. She worked with us to form a very detailed, comprehensive plan, which she walked us through step by step. I appreciated that she truly listened to what we wanted out of the experience, and didnt push an agenda or sales tactics on us. After our final meeting, she continued to be open to answering questions and providing advice. I have already recommended her services to friends and family.

Review 3 (2024-07-02 - Rating: 5)
We had the pleasure of working with Leah Coleman to help us assess our financial situation and plan for our future, including retirement, and cannot recommend her services highly enough.From the very beginning, Leah demonstrated a deep understanding of financial planning and a genuine interest in helping us achieve our financial goals. She is an exceptional listener, and took the time to get to know us, our situation, and our long-term goals. This personalized approach let us feel confident that the advice and strategies provided were tailored specifically for us.Leah’s expertise in the financial industry is evident in the comprehensive, detailed, well-researched plans she created. She was able to break down complex financial concepts into easy-to-understand terms, ensuring we were comfortable and informed every step of the way. Whether it was retirement planning, investment strategies, tax optimization, and even insurance assessment, Leah provided clear, actionable guidance that helped us make informed decisions.She was always available to answer any questions we had, which helped build a strong sense of trust, and proactive with communication, keeping us updated on market trends and any potential changes.Leah made what we had been dreading as a dry, terrifying rite of adulting into an actually pleasant, deeply informative process that’s given us enormous confidence and peace of mind. We’re thrilled with our work together!

Review 4 (2024-07-22 - Rating: 5)
Leah is the most knowledgeable financial planner I’ve ever worked with. She helped me budget and save for expanding my business, and that gave me so much reassurance as my business grew. She was helpful and empathetic, and made sure she answered all of my questions! As a queer small business owner, that was so valuable! I could not recommend her more highly!

Review 5 (2024-08-07 - Rating: 5)
Finances can be so overwhelming. When my wife and I got married, it was hard to figure out where to start to combine our finances. We had goals, little control/sight on finances, and a ton of questions on how to be strategic with our funds. Leah is so incredibly easy to talk to and lays everything out in an easy-to-digest manner. She figures out what is important to you/your family and approaches everything through that lens, while also giving her professional input on what we should consider and implement. Everything has smart reasoning, timeline, and she can make adjustments when life just happens. She is also good at tough love. She will point out when something we are doing is impacting our own goals and ways we can fix it or other buckets we can pull from. When we feel truly discouraged, she is able to pull up data via the 5 year plan that shows we really are not in as bad as shape as we feel. 10/10 recommend!

Review 6 (2024-08-14 - Rating: 5)
Leah is a financial sherpa. My partner and I were looking for an LGBTQ-friendly CFP because of the unique financial circumstances of our relationship. With charm, patience, and attention to detail, Leah provided us with options tailored to our personalities and preferences. Now we have a detailed plan, which means we have more peace and a new sense of agency. Money well spent. Thanks, Leah!

Review 7 (2023-10-15 - Rating: 5)
Leah has been advising us for a couple years now. She is helping guide us to soft landings at retirement. She is super focused on meeting our quality-of-life goals. She has been especially helpful and available when life events occur. I fully recommend her services.