Purpose-Driven Legacy & Wealth Planning for Families Like Yours
"What set Lestna Retirement apart for me was its focus on a personalized approach designed to build a meaningful financial future..."
Joanna S.
...I got so much more - a solid financial strategy and confidence that I can provide for my kids and reach my retirement goals on my own."
Anastasia M.
...He's worked closely with me to completely overhaul and reorganize my financial life & I'm so grateful for his creative ideas and consistent support"
Derrick M.
We Don’t Do One-Size-Fits-All Wealth Planning
Your financial life is more than numbers - it’s your family, your values, and your future. That’s why our process is built around your vision, ensuring your plan is as unique as your goals.
The Lestna Difference
We’re not your typical financial advisors. Here’s what sets us apart:
CEFEX-Certified Fiduciary Excellence
Flat Fee, Conflict-Free Advice
Tailored, Never Template-Based
Collaborative Approach
Forward-Thinking Strategies
Clarity Without Guesswork
Let's Chart Your Course
Explore the core areas we focus on to help your wealth create meaning and impact.
Let's Craft Your Lasting Legacy Together
What you can expect.
Getting Started
Book a no-pressure call to see how we can help you build a legacy that reflects who you are.
The Heritage Path
Our 5-step process creates a wealth plan designed around you - not around products or sales.
Ongoing Partnership
Life evolves, and your plan should too. We adjust and optimize so you always stay on track.