Our Approach
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:
Our Financial Planning Process
Serving in a fiduciary capacity, Leahy & Clair helps clients first define their financial goals and then creates the holistic financial roadmap and recommendations to help achieve them.
Our Approach to Investment Management
Based on Nobel Prize-winning research, Leahy & Clair Financial Management offers a comprehensive and personalized approach to investment management aligned with a client’s risk tolerance and long-term financial goals. By educating clients, we can help them act on intellect instead of emotion and maintain discipline through difficult times.
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