We Can Help
At Leahy & Clair Financial Management, we believe that a client is more than just an investment portfolio. We also believe that every client is different and can present unique needs to the advisor. To meet these needs, we offer three, fee-only service options: Financial Plan Development, Investment Management, and Hourly Financial Consulting.
Read more about our fee-only service options to find which is right for you:
1. Financial Plan Development
Serving in a fiduciary capacity, Leahy & Clair can help you determine and quantify your financial goals, then create a comprehensive strategy and action plan to help you achieve them.
2. Investment Management
Our Investment Advisory Service offers a comprehensive and personalized approach to investment management and provides the best framework for unbiased, meaningful recommendations.
3. Hourly Financial Consulting
Have a question or concern, but not ready to commit to a long-term advisory relationship? Our broad range of expertise and local professional relationships can help you on a multitude of financial topics.
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