100% Client Focused Fiduciary RIA - Financial Advisor Lefavi Wealth Management Employee Review

I have been with Lefavi for a year and find it a great company to work for. I am impressed with the values of its management and the investment they make in their employees. It has a positive culture with smart, hard-working, and down to earth people. Its size provides an opportunity to utilize your skills in an autonomous way. Being a part of a team of professionals that have such a profound interest in its client’s success is rewarding. Also, good work-life balance and free food!

At times the technology transformation can be a bother.

I wanted to be a part of a firm that was as concerned for the client as I was, was independent and provided the opportunity to evolve with the industry. Lefavi Wealth Management is giving me and its clients that opportunity! Having read the previous reviews I feel that the management and individuals that were lazy, demeaning, contentious, and toxic are no longer here. I enjoy and like the people I work with! I feel that the new Management, Advisors and entire organization are committed to the clients and creating an exceptional experience for them!

Because it is a growing company that has over 40 years of traditions, changing and evolving can be frustrating, roles or responsibilities change, forcing some employees to experience discomfort and wear multiple hats at times. The mostly retired CEO can be eccentric at moments...