YOUR GUIDE TO

FIDUCIARY EXCELLENCE

Helping nonprofit organizations to achieve conformance with the Global Fiduciary Standard of Excellence and minimize fiduciary liability 

ABOUT

Lestna Retirement is a CEFEX-certified financial services company that provides fiduciary consulting services to nonprofit organizations and comprehensive financial planning to individuals and families. As a fiduciary financial advisor, our specialty is implementing fiduciary best practices and mitigating fiduciary responsibility.

Our Mission

PROMOTE FIDUCIARY EXCELLENCE & BUILD FINANCIAL CONFIDENCE. 

Vitaly%20Novok_edited.jpg

WHO WE HELP

HOW WE DIFFER

NO REVENUE SHARING

We are not participating in any revenue sharing agreements. Hence, no conflict of interest and impartiality of advice

FLAT

FEE ONLY

Just because your assets grow does not always mean more work for us. So why pay more for the same?

FIDUCIARY

STATUS

To reduce your fiduciary liability we acknowledge our fiduciary status in writing and work as either 3(21) or 3(38)

PARTICIPANT ADVOCACY

We understand that your employees are your key asset and emphasize on 1-on-1 support, financial planning programs & quality of meetings

OPEN ARCHITECTURE

We have no alliances or proprietary funds. With it comes no investment restrictions, flexibility, and less cost

ARE YOU ADHERING TO FIDUCIARY BEST PRACTICES?

Download your FREE summary of prudent practices for investment stewards and see if you are managing investment decisions in a manner that minimizes your fiduciary liability and maximizes investment returns. 

Subscribe to Our Newsletter

RECENT POSTS

SIGN UP FOR finKNOW

Get a weekly digest of financial articles & tips

CONTACT US

Lestna Retirement

4101 N Broadway Ste. 107, Chicago, IL 60613

312-971-7071

info@lestna.com

© 2020 Lestna Retirement. All Rights Reserved  |  Form ADV  |

BrokerCheck_logo-white.png
  • LinkedIn Social Icon
  • YouTube
  • TikTok
  • Twitter Social Icon
  • Facebook Social Icon