Frank Lehan is a financial strategist and educator who helps high-income earners, families preparing for legacy, and individuals managing sudden wealth protect and grow their money—without locking it up, gambling in the market, or losing it to taxes and hidden fees.
Unlike traditional advisors who focus on pitching products or chasing short-term wins, Frank takes a client-first, education-led approach. He empowers clients with the clarity, control, and strategic insight needed to make smarter decisions and build long-term financial security.
With a background in financial education and a deep understanding of what actually matters to today’s investors, Frank developed a simple, powerful framework that helps his clients evaluate financial options based on three key criteria: ownership, accessibility, and protection. Whether it’s avoiding unnecessary taxes, preserving family wealth, or ensuring a special needs child is financially secure—Frank’s process is built to simplify complex decisions and provide peace of mind.
Frank works with people who have done well financially—but want to do better. His clients are smart, successful, and ready to take control of their financial future without relying on risky market bets or one-size-fits-all advice. Whether you’re earning at a high level, planning your legacy, or navigating a financial windfall, Frank helps you make informed choices that align with your values and goals.
If you're ready to protect your wealth, minimize risk, and keep more of what you’ve worked hard to earn, book a call with Frank today and take the first step toward building a strategy that actually works for you.