Socially responsible investing

Advisor Philosophy

We subscribe to three core beliefs. 

  1. Financial advisors should act like the fiduciaries they claim to be. This means never accepting commissions for product sales.

  2. Portfolios built with low cost & tax efficient sustainable investments are not only possible, but competitive with conventional investing.

  3. Financial plans should go well beyond a simplistic projection of assets over time and be written by a Certified Financial Planner™ Practitioner.

 

The Team

Greg Lessard

Greg Lessard, CRPC®, CFP®

Founder & Financial Planner

Lead Portfolio Manager

ESG Nerd

Jason Taylor

Jason Taylor, E.A., CFP®

Financial Planner

Tax Nerd

Pete Pittman

Pete Pittman, CFP®

Financial Planner

Small Business Nerd

Join the Team

Aspen Leaf Wealth Management is interested in hearing from financial advisors across the country about their frustrations doing business at their current firms. 

We are actively looking for financial advisors stuck in the typical ruts of product sales, disappointing support, lack of ownership, and outdated technology. 

Want to actually own your business and not feel suppressed where you work? Shoot us a message.

 

Reach Out

Awesome! We'll be in touch soon.