100% Client Focused Fiduciary RIA
Pros
I have been in the financial services industry for over 20 years and worked for some of the biggest financial firms in the industry and I have never seen a company as focused on their clients and as committed to their fiduciary responsibility to their clients as Lefavi Wealth Management is. The former CEO has retired, and the client focused culture the new CEO has created is really a remarkable achievement in the industry. Additionally, he is focused on cutting edge technology to ensure the future of the organization in the evolving financial services landscape. I wouldn't want to work anywhere else!
Cons
Change can be difficult and time consuming and the changes, even though positive, require extra time and additional learning while adopting. Also because the firm is growing so quickly it can be challenging to meet all the demands of clients so it can lead to some long hours.
