Leafhouse Financial Advisors

 

LeafHouse Financial Advisors is an independent Registered Investment Advisor that specializes in acting as a third-party fiduciary for corporate retirement plans.  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 two main services to 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.

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 consultation or evaluation of your corporate retirement plan, contact us Monday through Friday 9:00 - 5:00.