LeFleur Financial is a financial planner in Pearl, MS, serving small business owners, retirees, and high earners. The firm provides wealth management and tax advisory services through a fee-only, fiduciary model, ensuring clients’ needs are prioritized. It emphasizes long-term wealth accumulation using evidence-based investing, low-cost diversified portfolios, and strategic tax planning designed to minimize tax liability over a lifetime. The firm is based at 2906 N State St #207 in Pearl, MS.
Josh Norris, CPA, CFP, CFA, is the founder and lead advisor. He began his career with Ernst & Young in Memphis and has advised clients through his own firm for over a decade in Jackson. He holds a Master of Science in Law from New York University and a Bachelor of Arts and Bachelor of Accountancy from the University of Mississippi, graduating magna cum laude and earning Phi Beta Kappa honors. He has received multiple awards recognizing leadership and achievement, including the University of Mississippi Alumni Association Top 40 Under 40 and the Mississippi Business Journal Top 50 Under 40. He serves on the Board of Directors for the CFA Society of Mississippi and is a trustee for the Mississippi Society of CPAs Foundation.
The firm maintains a strong local presence in Pearl, operating from a location on N State St. It is known for its commitment to fiduciary standards, combining expertise in financial planning and tax strategy to help clients build lasting wealth. LeFleur Financial is recognized for its disciplined, long-term approach to investing and tax efficiency, serving clients across Mississippi with a focus on personalized, client-first guidance.