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INDIVIDUAL GOALS REQUIRE INDIVIDUAL SOLUTIONS

We believe every client is unique and has their own distinctive goals. The portfolios we build reflect what is best for each individual client. Our relationships with clients provide the foundation for understanding their personal needs and visions.

LeeMiles Advising: What to expect

The LeeMiles Advisory Team believes that each client is different – no individual, family, or business is the same. We design a comprehensive financial plan individual to you. Every client’s financial roadmap and destination is created for them.

Our clients

Families and businesses hire us to help guide them through complex financial situations.

Our aim is to make things clear and simple  in each instance we are called upon to provide service.

OUR COMMITMENT TO YOU

Personalized investment plan

We believe that each client is different – no individual, family, or business is the same. Your financial roadmap and destination is created distinctively for you.

Looking to the horizon for economic changes

Honest communication

Adapting your strategy

An inclusive team

We support and welcome people from diverse backgrounds. Please do not hesitate to reach out to start a conversation.

OUR APPROACH

Successful investing is about managing risk, not avoiding it. - Benjamin Graham

The assets we select are chosen based on your current and future plans, as well as your risk tolerance. Our portfolios consist of investments that pay earnings on a reliable basis and are known for their reliability.

To learn more about our approach click here.

Third generation & our youngest client.