Orchard Financial Group

Orchard Financial Group is a financial planner in Austin, TX. The firm provides fee‑only financial planning and wealth management, offering services such as cash‑flow analysis, tax and estate planning, socially responsible investment strategies, and equity‑compensation reviews. It focuses on LGBTQ couples and families as well as individuals seeking inclusive, purpose‑driven advice, and it serves clients throughout the Austin metropolitan area. Customers have rated the practice five stars.

The practice is led by Leah Coleman, CFP®, AAMS®, who founded the woman‑owned advisory to create a down‑to‑earth, collaborative environment. Orchard Financial emphasizes education, personalized planning, and regular check‑ins, delivering a holistic “Total Package” that blends ongoing wealth management with detailed financial roadmaps. The firm’s approach is built on fee‑only independence, inclusive values, and a commitment to aligning clients’ money with their life goals.

Orchard Financial Group operates from 98 San Jacinto Blvd #400, positioned on San Jacinto Boulevard just steps from East Cesar Chavez Street. The office is a short walk, about a tenth of a mile, from the public artworks Aquifer and Tau Ceti, as well as the Brazos Bluff garden, and it lies near Trinity Street.

By concentrating on fee‑only, inclusive planning and specialized support for LGBTQ families, Orchard Financial Group brings a clear, purpose‑focused financial service to Austin’s diverse community.

Services:

• Equity Compensation Reviews
• Fee-Only Financial Advisory Services
• Financial Planning for LGBTQ Couples and Families
• Socially Responsible Investment Strategies