Miranda LeBrun

The greatest barriers to wealth are lack of education and inadequate resources. It is my ambition to help our clients overcome these barriers through holistic planning. I work with you to manage and build upon your current path, taking the appropriate steps to reach your goals.

My career has been shaped by a series of courageous choices inspired by the strong, successful women who came before me. Growing up, my mother was the sole provider for our household. As the years passed, her compensation decreased in direct correlation to her age. Existing biases in the industry meant that no financial advisor had ever approached her. Our family was utterly unprepared for unforeseen events, had no retirement savings, and struggled to maintain long-term care for my father and grandmother before they passed. As this cautionary tale unfolded before me, I resolved to dedicate my work to improving the lives of those in historically underserved communities.

I’m not your traditional financial advisor. Before taking on this role, I interviewed several women in my life about their experiences with wealth management professionals. Invariably, their experience involved a referral from a male family member. Yet again, I was struck by the reality of how this industry fails to support women, POC, LGBTQ+ individuals. In securing a seat at the table, I am able to express my convictions and raise the voices of others in my community.

It is my mission to empower, liberate, and guide others on the path to financial freedom. If you’re ready to develop a holistic financial plan that addresses your needs and aligns with your goals, let’s talk!

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.