About

About Lelah Financial

Lelah Financial, LLC was founded as an independent fee-only Registered Investment Advisor to provide exceptional financial planning and investment services to our clients through collaboration and reliable communication.

We are dedicated to acting as our client’s Chief Financial Officer, or CFO, to help provide a pathway to meet and exceed their financial goals and desires while making sure they are protected from unforeseen life-changing events.

Our Team

Josh Lelah is a CERTIFIED FINANCIAL PLANNER™ professional and has been dedicated to helping clients achieve financial independence for over 15 years. He holds life, health, and variable insurance licenses and incorporates protection goals into investment and financial planning strategies. He graduated from the University of Wisconsin-Madison with a B.S. in Consumer Science with a concentration in Personal Finance.

Josh and his wife Haley enjoy the theatre, watching Chicago sports teams, traveling, and spending time with family.