Lesjak Planning LLC is an independent, fee-only wealth management firm based in Ohio, founded in 1997. As a Registered Investment Adviser (RIA) with the SEC, the company provides comprehensive financial planning and investment management services to individuals, families, and business owners. Their mission is to offer objective, personalized financial guidance, helping clients navigate complex financial decisions related to retirement, investments, estate planning, and taxes to achieve their long-term goals.

Founded in

United States