LeafHouse Financial Advisors is a full service independent Registered Investment Advisor based in Austin, Texas.  Our firm is unique in that we embrace the highest legal standard in existence, the fiduciary standard.  We strive to avoid the conflicts of interest that have plagued the financial industry for so long.  Currently we offer three main services to individuals, businesses, and organizations.

Fiduciary Services for 401(k) and Other Employer Retirement Plans – LeafHouse Financial Advisors is your 401(k) plan expert, serving as an ERISA Consultant and Fiduciary to retirement plans.  LHFA assumes a fiduciary role for employers that offer retirement plans. We navigate the complex regulatory landscape, and help provide cost effective and transparent solutions while reducing legal risks. LHFA offers to act as a fiduciary to 401(k)s, 403(b)s, Profit Sharing Plans, Pensions, Money Purchase Plans, and many more.

Personal Financial Planning & Asset Management – Our advisors provide knowledgeable advice on a one-on-one basis without the typical conflicts of interest that exist with brokerage firms and insurance companies.

Financial Education Services – As a community service to local businesses and non-profit organizations, we offer free on-site financial education seminars.  We employ some of the most highly credentialed and talented public speakers in the industry who have significant experience in crafting customized solutions for groups large and small.

Please feel free to utilize our wealth of educational resources and check out our upcoming events around the state.  For a complimentary personal consultation or evaluation of your corporate retirement plan, contact us Monday through Friday 9:00 - 5:00.