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LeafHouse Financial

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LeafHouse Financial Advisors is an independent Registered Investment Advisor that specializes in acting as a third-party fiduciary for corporate and non-profit retirement plans. Our firm is unique in that we thoroughly embrace the fiduciary standard and commit ourselves to always act in our clients' best interests. We strive to avoid the conflicts of interest that have plagued the financial industry for so long. Fiduciary Services for Retirement Plans – LeafHouse Financial Advisors is your 401(k) plan expert, serving as an ERISA consultant and third party fiduciary to retirement plans such as 401(k)s, 403(b)s, profit sharing plans, and more. We navigate the complex regulatory landscape, and help provide cost effective and transparent solutions while reducing legal risks. Retirement Advisor Management Partnership – LeafHouse partners with numerous advisory practices around the country in order to help them provide a higher level of service and fiduciary protection to their clients.

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LeafHouse Financial's headquarter address
Line 1: 6504 bridge point pkwy, austin, texas, united states
Line 2: 6504 Bridge Point Parkway
LeafHouse Financial's industries
financial services
LeafHouse Financial's technology
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People working at LeafHouse Financial
DH
Dale Homburg
Chief Technology Officer
TR
Todd Kading, CFP®, RF™
Chief Executive Officer
Austin, Texas, United States
CB
Chad Brown
Chief Operating Officer
Austin, Texas, United States
KH
Kassandra Hendrix
Chief Marketing Officer
Austin, Texas, United States
WM
Wes Schevers, MBA
Vice President of Sales, Fiduciary Solutions
Austin, Texas, United States
DV
Dallas Villarreal
CCO and Sr. Operations Manager
Austin, Texas, United States
SS
Stu Sorensen
Chief Financial Officer
Austin, Texas, United States
NM
Neal Weaver, CFP®, RF™, CPFA, MBA
President & Co-Founder
Austin, Texas, United States
MC
Michael Garberich, CFA
Senior Investment Officer
Austin, Texas, United States
KB
Kara Brookbank
Transitions & Operations Coordinator
Austin, Texas, United States
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Added in 2023
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