Josh Norris (CFA, CFP®, CPA)
Josh Norris focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- AUM
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
LeFleur Financial Wealth Management, LLC (“LF Wealth Management”) provides asset management and financial planning services to small business owners, retirees, and high earners. We are a fee-only advisory firm that acts as a fiduciary in dealing with clients, meaning their needs come first. We focus on long-term wealth accumulation and keep our clients accountable to a corresponding long-term investment strategy. To that end, we take an evidence-based approach to investing, designing low-cost, diversified portfolios to match individual risk tolerance and investment goals. In addition, we have a deep understanding of tax law and create multi-year strategic plans to minimize taxes over a lifetime, allowing clients to keep more of the money they have saved.Additional Information
Josh started his career with Ernst & Young in Memphis. Then in 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he created a sister financial advisory firm to complement the tax practice and provide comprehensive financial services to his clients. With this model, clients can make just one call to get the answer to all their financial questions.NAPFA Start Date
June 26, 2015
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