Orchard Financial Group

Orchard Financial Group Located in Austin, TX, serving clients locally and across the country. After a while, it all starts to look the same. But we believe it's an investment.

Orchard Financial Group, A Fee-Only financial advisor specializing in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. At Orchard Financial Group, we know how stressful it can be to operate and maintain a successful work-life balance and a diversified growth plan. Your routines become your lifestyle, and your individual planning goes out the window. B

ut here's the thing — you shouldn't have to live that way. We want to take the stress of designing and sustaining the complete fiscal package off your plate so you can focus on what you're great at - living life by your design. Many people see personal management and comprehensive financial planning as just another necessary cost. When you work hard to create an established, well-organized life, it does more than just make you look good. It builds trust within yourself. It sets you apart. As a fee-only, fiduciary, and independent financial advisor, Orchard Financial Group, is never paid a commission of any kind. We have a legal obligation to provide unbiased and trustworthy financial advice. At Orchard Financial Group, we specialize in explaining and strategizing for Equity Compensation, Incentive Stock Options (ISO), Restricted Stock Units (RSU), and Non-qualified Stock Options (NSO). We pride ourselves in offering Socially Responsible Investment Strategies for every portfolio and are incredibly passionate about working with our wonderfully diverse LGBT community and their families. We have made it our mission to be a committed ally to you and your goals. Through education, motivation, and proper planning, Orchard Financial Group is here to help take the heavyweight and responsibility surrounding financial independence off your shoulders and place it on ours. We organize, grow, and protect your assets through life's transitions. Creating a balance between finances and dreams with a holistic approach enables our clients to achieve real-life goals. If you're ready to move forward or would like to learn more about our planning and management partnership — follow the link in our profile to schedule a meeting. We're excited to learn more about your unique financial position and to share our knowledge and strategies with you.

Although the fed has lowered rates, you probably won’t feel a difference in your day to day life.
09/19/2024

Although the fed has lowered rates, you probably won’t feel a difference in your day to day life.

Lots of us struggle with money shame. I’m here to say it’s ok to feel confused about money, it’s ok to start over - at a...
09/12/2024

Lots of us struggle with money shame. I’m here to say it’s ok to feel confused about money, it’s ok to start over - at any age, it’s ok to ask questions! Let’s normalize talking about money.

Don’t lose out on easy money 💰. Keep cash on hand in a high yield savings account at an FDIC insured bank!
09/03/2024

Don’t lose out on easy money 💰. Keep cash on hand in a high yield savings account at an FDIC insured bank!

It doesn’t matter where you start on your money journey, it only matters that you start now! Any amount of savings is be...
08/14/2024

It doesn’t matter where you start on your money journey, it only matters that you start now! Any amount of savings is better than no savings. Seriously! Open a high yield savings account and put $20 in there to start.

Hi! I’m Leah Coleman, the driving force behind Orchard Financial Group.🌟 My mission? To empower YOU to achieve your fina...
02/29/2024

Hi! I’m Leah Coleman, the driving force behind Orchard Financial Group.🌟 My mission? To empower YOU to achieve your financial dreams. With a focus on inclusivity and integrity, I’m here to guide you through every step of your financial journey with personalized, fee-only advice. Let’s make your financial goals a reality together. Ready to start?💼🌈

Anti-LGBTQ+ bills devalue Texans and hurt our economy. Our state should be open to all.
04/20/2023

Anti-LGBTQ+ bills devalue Texans and hurt our economy. Our state should be open to all.

Today We are making our voices heard: Texas should be open for ALL business. Let’s attract the best and brightest workfo...
02/14/2023

Today We are making our voices heard: Texas should be open for ALL business. Let’s attract the best and brightest workforce in the country by having an inclusive economy.

Show your local support and help out the LGBT Chamber!
06/08/2021

Show your local support and help out the LGBT Chamber!

🏳️‍🌈 Love is Love. 🏳️‍🌈

is donating 20% of all Pride Patch proceeds to the
Austin LGBT Chamber of Commerce Education Fund. Get yours at The Verde Store at Q2 Stadium now!

04/19/2021

Orchard Financial Group is excited to begin offering equity grants and equity compensation reviews for all Austin, TX professionals. If you have received restricted stock units (RSU) or incentive stock options (ISO) and feel overwhelmed. Let's Talk!

How calm are your seas? All of your power is in the decisions you make. Embrace the waves and learn to grow.
03/30/2021

How calm are your seas? All of your power is in the decisions you make. Embrace the waves and learn to grow.

Welcome to the first day of the rest of your life. We are here to grow with you. Transform your future and enrich your l...
03/15/2021

Welcome to the first day of the rest of your life. We are here to grow with you. Transform your future and enrich your life.
Be Bold. 🌱

Excited to join with such a great group!
02/02/2021

Excited to join with such a great group!

Welcome to the Chamber, Orchard Financial Group. We are thrilled to have you.
A bit about them:
Together, let's cultivate what matters most to you.
Creating a balance between your finances & dreams with a holistic approach.
CURATED FINANCIAL ADVICE, TAILORED TO MEET YOUR INDIVIDUAL OR FAMILY NEEDS.

Find them here:
https://www.orchardfinancial.com/

Address

98 San Jacinto Boulevard, Suite 400
Austin, TX
78701

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 4pm
Thursday 8am - 7pm
Friday 8am - 7pm
Saturday 10am - 4pm

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