Your investments, taxes, and estate.
One team, one plan.

  
 
 
 
  
 
4.8
 
4.8
 
Top Rated Service
 
 
 Verified by Trustindex  
 
Top Rated Service
 
 
 4.8 Excellent rating Last 12 months 
 
 New reviews collected regularly Recent review activity detected 
 
 Responds to customer reviews 92.1% response rate within 48 hours 
 
 Verified by Trustindex Based on real customer reviews Learn more 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Jennifer Johnson 
 
1 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Jay really took the time to help me understand where to start with my financial planning. I didn’t feel overwhelmed by the changes I needed to make but felt empowered to get my finances in line. Very happy with my new plan. Very grateful for the support Jay gave me.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Zach Hallows 
 
30 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Jeff Kemp is a true master of his craft.  I've known and worked with him for years and he consistently makes the right choices for my portfolio.  All investment managers are not created equal so don't waste time with other sub par wealth management companies, just call Jeff with Lefavi.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Todd Wright 
 
30 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Jeff @ Lefavi wealth management has done more for my retirement than I ever thought I could achieve in my life. I didn't start saving until I was almost 40, but with Jeff's guidance I'll still be able to retire on time, which I didn't expect! His advice and communication through the ups and downs of the market have kept us on track and calm while the world constantly is shifting!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Bryce Reeder 
 
30 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
The team was professional, responsive, and explained everything clearly. The process was smooth and straightforward, and I felt well supported throughout. I would definitely recommend their services.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Mary Ann Alley 
 
60 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Jay Greenburg is very knowledgeable and easy to understand. He has done a great job for us and several of my family and friends use and trust him!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Diane Friar 
 
80 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
As always Jay answered all of my questions, and explained my portfolio to my satisfaction. He reassures me that I am good hands with LeFavi.  Most of all I am thrilled with the success of my
Investments.  Thank you Jay, you are a prince among men.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Lolla Stovall 
 
85 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Brilliant people at the top. Break down complex investment strategies into simple and understandable steps.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Nancy Peterson 
 
91 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I look forward to my annual review.   Of course, that is not the only time I hear from Jay and the team at Lefavi Wealth Management.  They are professional, efficient, and manage my assets with great care and competence.  As their client, I am assured of their best effort to keep me safe and secure.  Thank you for 18 wonderful years!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Christine Keyser 
 
93 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
+0
It is always a pleasant experience to meet with Jay Greenburg, my financial advisor.  He is very thoughtful and extremely thorough in explaining everything about my investments.  His friendly manner, his genuine interest in my financial security, and his kind way of doing everything carefully, has left me feeling safe, confident and happy to invest my life savings with Lefavi Wealth Management.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Adam J 
 
100 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Top notch professionals at LeFavi Investments, highly recommend.
  
 
 
 
 
 
 
 
 
 

The Lefavi Process

Through close collaboration, Lefavi Wealth Management works through a process of creating a successful and comprehensive financial strategy that is tailored specifically to individual client’s needs and ambitions.

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1. Learn

We take the time to dive deep into your financial situation. It all matters. Our holistic approach looks at the big picture, as well as the small details.

2. Model

Using industry-leading software, we generate a model based on your information. From this we create a personalized plan to meet your objectives.

3. Educate

We explore different outcomes by adjusting the model with you, in real-time. This educates us on how changes today will affect your wealth tomorrow.

4. Strategize

Our team will continue to analyze, tweak, and fine-tune your new financial plan. Using this information we will build your custom portfolio to match your personal risk tolerance, income needs, and goals.

5. Invest

Our goal is to grow your account as much as possible, while minimizing risk and taxes. We provide you with meaningful updates on the status of your portfolio, with a collaborative approach.

6. Review

We meet and review your account to make sure the plan is working. Assessing any new information, and make adjustments to optimize the performance of your portfolio and long-term plans.