We subscribe to three core beliefs.
Financial advisors should act like the fiduciaries they claim to be. This means never accepting commissions for product sales.
Portfolios built with low cost & tax efficient sustainable investments are not only possible, but competitive with conventional investing.
Financial plans should go well beyond a simplistic projection of assets over time and be written by a Certified Financial Planner™ Practitioner.
Greg Lessard, CRPC®, CFP®
Founder & Financial Planner
Lead Portfolio Manager
Jason Taylor, E.A., CFP®
Pete Pittman, CFP®
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for financial advisors stuck in the typical ruts of product sales, disappointing support, lack of ownership, and outdated technology.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.