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Updated May 30, 2024

LeafHouse Financial Advisors

Investment Advisor Firm

Total assets under management$14B

Years in business16+

Total assets under management$14B

Years in business16+

About LeafHouse Financial Advisors

LeafHouse Financial Advisors operates as an independent Registered Investment Advisor (RIA), specializing in corporate and non-profit retirement plans. They hold an unwavering commitment to consistently act in the best interests of their clients while diligently avoiding conflicts of interest prevalent in the financial industry.

As an Employee Retirement Income Security Act (ERISA) consultant and third-party fiduciary, they adeptly navigate intricate regulatory landscapes, providing cost-effective and transparent solutions to mitigate legal risks for retirement plans such as 401(k)s, 403(b)s, and profit-sharing plans.

LeafHouse Financial Advisors is also recognized for their role as a Discretionary Investment Manager, boasting extensive expertise in the retirement industry. They have developed proprietary technology that enables them to meticulously select, evaluate, and monitor investments, always in the best interests of plan participants and beneficiaries. This commitment to prudent and responsible management sets them apart, ensuring their clients receive the highest level of service and fiduciary care.

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Retirement Plans

More about LeafHouse Financial Advisors

Designations	Minimum asset threshold	Firm CRD Number	Number of advisors
Registered Investment Advisor	N/A	149694	6

Designations	Minimum asset threshold
Registered Investment Advisor	N/A

Firm CRD Number	Number of advisors
149694	6

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