# LelahFinancial

- **Website:** <https://lelahfinancial.com>
- **Primary alias:** `lelahfinancial.com`

## Description

Lelah Financial, LLC is an independent, fee-only Registered Investment Advisor based in Riverwoods, Illinois. The firm provides comprehensive financial planning and asset management to individuals and families, helping clients grow, protect, and distribute their wealth. Its approach emphasizes collaboration, reliable communication, and personalized strategies designed around each client’s goals and circumstances.

Services include investment and portfolio management, asset allocation, risk-tolerance analysis, budgeting, and tax-aware investment planning. Lelah Financial also supports retirement planning, education funding through options such as 529 plans and education savings accounts, and estate planning in coordination with legal and tax professionals. The firm evaluates life and disability insurance needs and provides employee and executive benefits analysis and retirement-plan strategies for employees and business owners.

Founder Josh Lelah is a CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years of experience helping clients pursue financial independence. He holds life, health, and variable insurance licenses and incorporates protection considerations into financial plans.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [twitter](https://twitter.com/lelahfinancial)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/id5wZmvLAK/w/820/h/221/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790429787350)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id5wZmvLAK/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790429787447)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Genoa | #188562 | accent |
| Evening Sea | #044c3c | dark |
| White | #ffffff | light |

## Fonts

- montserrat — asset _(google)_
- opensans — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id5wZmvLAK/w/1500/h/500/idOn85lcr1.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790429787570)

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_Source: <https://brandfetch.com/lelahfinancial.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._