LeFleur Financial of Pearl

LeFleur Financial is a Financial Planner in Pearl, MS, located at 2906 N State St # 207. The firm provides wealth management and tax advisory services to small business owners, retirees, and high earners. As a fee-only fiduciary advisory firm, it prioritizes client needs through an evidence-based approach to investing. This involves designing low-cost, diversified portfolios that match individual risk tolerance and investment goals. The practice also leverages tax law expertise to create multi-year strategic plans that minimize taxes over a lifetime.

Josh, the principal, is a Certified Public Accountant, Certified Financial Planner, and Chartered Financial Analyst. He began his career with Ernst & Young in Memphis and has been advising clients through his own firm for over a decade in Jackson. He holds a Master of Science in Law in Taxation from New York University, earned in 2019, and a Bachelor of Arts and Bachelor of Accountancy, magna cum laude, from the University of Mississippi in 2009. His professional recognitions include the Mississippi Business Journal Top 50 Under 40 in 2019, the Mississippi Business Journal Top Entrepreneurs in 2019, and the Mississippi Society of CPAs Rising Star Award in 2017.

Josh serves on the Board of Directors for the CFA Society of Mississippi, beginning in 2025, and has been a Trustee of the Mississippi Society of CPAs Foundation since 2019. He serves as the Millennial Chair of the State Board Advisory Committee for the Mississippi Society of CPAs, a role he has held since 2014. He is also a member of the Sally McDonnell Barksdale Honors College Leadership Council, serving since 2019. The firm holds a 5.00 rating based on 1 review.

BizScoreAI gives LeFleur Financial a Technical score of 89 out of 100, which means the website is secure and easy for search engines to read without errors. The firm also holds a Discoverability score of 75 out of 100, showing that AI crawlers can find every page of the site so AI assistants can recommend the business.