Lelah Financial, LLC is an independent fee-only Registered Investment Advisor based in Riverwoods, IL. With over 15 years of experience, their team, led by CERTIFIED FINANCIAL PLANNER professional Josh Lelah, provides comprehensive financial planning and asset management services to help clients grow, protect, and distribute their wealth. They offer a range of services including asset and investment management, portfolio management, budgeting, tax management, retirement planning, education funding, estate planning, life and disability insurance protection planning, and employee and executive benefits.
Committed to acting as their clients' Chief Financial Officer, Lelah Financial aims to exceed financial goals and protect against unforeseen events. Their personalized approach, collaboration, and reliable communication ensure that clients receive exceptional service and guidance. With a focus on financial independence, Lelah Financial helps individuals and businesses navigate the complexities of financial planning and investment strategies to achieve long-term success.
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