Lefebvre Financial Services

What Lefebvre Financial Services does

Lefebvre Financial Services is a privately held financial advisory firm headquartered at 225 High Ridge Road in Stamford, Connecticut, founded in 1970 by Al Lefebvre and led since 2008 by his daughter, Elizabeth Lefebvre Cleary, CFP®. The firm delivers fee-based comprehensive financial planning, investment management, and insurance solutions (life, disability, long-term care) to three primary client segments: individuals and families, pre-retirees and retirees, and business owners. Its service approach follows a four-step process — discovery, recommendations, implementation, and ongoing support — and is positioned around personalized, fiduciary guidance rather than standardized product offerings.

The firm's underlying technology stack is non-proprietary. It relies on third-party financial planning tools, carrier and broker-dealer client portals (Investor360, Personal Financial View, Wealthscape, MassMutual, MetLife), and the FMG Suite content and marketing platform to power its educational resource center, financial calculators, and video library. There is no evidence of internally developed software, APIs, or AI capabilities. Operational infrastructure, compliance, and specialist access are provided through its affiliation with Barnum Financial Group's Wealth Strategies Division, while securities and investment advisory services are delivered through registered representatives of MML Investors Services, LLC (MassMutual).

The revenue model blends three streams: annual recurring fees for comprehensive financial planning, percentage-of-portfolio fees for investment management, and insurance commissions. Specific pricing tiers are not publicly disclosed and require consultation. The go-to-market motion is consultative and relationship-led, with a digital top-of-funnel (content, SEO, calculators) feeding into complimentary 30-minute discovery meetings scheduled via Calendly. Operating geographies are limited to Connecticut, with no evidence of multi-state or remote advisory expansion.

Name

Lefebvre Financial Services

Legal name

Lefebvre Financial Services

Website

https://lefebvrefinancialservices.com

Company type

Private

Founded year

1970

Operating status

Operating

Headcount range

11–50 employees

Short description

Lefebvre Financial Services is a Stamford, Connecticut-based independent financial advisory firm, founded in 1970, offering fee-based financial planning, investment management, and insurance solutions to individuals, families, pre-retirees, retirees, and business owners through its affiliation with Barnum Financial Group.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Fee-Based Advisory (FSAEAAAM), Retirement Income Planning & Decumulation Advisory (FSAEABAD)

Keywords

• Financial planning services
• Retirement planning
• Investment management
• Estate planning
• Life insurance solutions

Headquarters

HQ city

Stamford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fee-Based Financial Planning: Annual fee-based comprehensive financial planning services covering cash flow, retirement, education, estate strategies, and risk protection. Clients are not obligated to implement recommendations through the firm.
2. Investment Management: Percentage of portfolio fees for customized investment strategy management. Services can stand alone or complement a broader financial plan.
3. Insurance Solutions: Access to life, disability, and long-term care coverage. Insurance solutions can function independently or complement a broader financial plan.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Lefebvre Financial Services delivers fee-based comprehensive financial planning, customized investment management, and access to life, disability, and long-term care insurance solutions. It serves individuals, families approaching or in retirement, and business owners in the greater Connecticut area through a four-step consultative process covering discovery, recommendations, implementation, and ongoing support.

Product overview

Lefebvre Financial Services is a financial advisory firm offering a unified suite of personalized financial planning services. The core offerings include Fee-Based Financial Planning, Investment Management, and Insurance Solutions, supported by specialized services in Retirement Planning, Legacy & Estate Planning, and Risk Management & Protection. The firm serves individuals, families, pre-retirees, retirees, and business owners through a personalized, comprehensive approach.

Differentiator

Problem solved

Functional benefit

Products and services

• Fee-Based Comprehensive Financial Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Barnum Financial GroupcoreStrategic or Co-development PartnerLefebvre Financial Services operates as part of Barnum Financial Group's Wealth Strategies Division. Through this partnership, the firm gains access to a dedicated team of specialists across key areas including investment strategies, insurance solutions, retirement planning, and estate planning. Barnum provides operational infrastructure, compliance oversight, and additional specialist resources that complement the firm's core advisory services.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Hightower Advisors: National partnership-based RIA platform serving HNW individuals, families, and business owners with comprehensive financial planning and investment management. Comparable as a multi-advisor partnership model offering personalized planning, though at materially greater scale and geographic breadth than Lefebvre.
• Carson Group: Partnership-based wealth management firm serving advisors and their clients with planning, investment, and insurance solutions. Comparable because both Carson and Lefebvre deliver holistic planning for individuals and business owners through a partner-supported delivery model.
• Wealth Enhancement Group: National independent wealth management firm offering comprehensive planning, investment management, and tax services to individuals and retirees. Comparable fee-based planning model with strong retirement-income orientation, though at much larger scale.
• Focus Financial Partners: Partnership platform for independent wealth advisory firms, providing capital, operational support, and specialist resources. Comparable because Lefebvre's Barnum affiliation mirrors the kind of partnership infrastructure Focus provides to local comprehensive-planning practices seeking scale.
• Edelman Financial Engines: Large national RIA providing comprehensive financial planning, investment management, and retirement income strategies to individuals and families. Comparable in delivering holistic, fee-based planning to mass-affluent and HNW households, with overlapping competencies in retirement decumulation.
• Creative Planning: Large national RIA offering comprehensive fee-based financial planning, investment management, tax, estate, and retirement services to individuals and business owners. Comparable comprehensive-planning model and fee-only orientation, though significantly larger and more diversified geographically.

Direct peers

• Barnum Financial Group: Strategic affiliate and parent organization of Lefebvre Financial Services. Barnum is a MassMutual-affiliated wealth management firm offering comprehensive financial planning, investment management, and retirement/estate services to individuals and business owners across the Northeast — directly comparable in service mix, customer segments, and planning-led model.

Emerging players

• Moneta Group: Independent RIA serving high-net-worth individuals, families, and business owners with comprehensive financial planning and investment management. Comparable personalized, planning-led model and business-owner focus, though operating at a larger scale and across multiple geographies.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/lefebvrefinancial
• LinkedInlinkedin.com/company/lefebvre-financial-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lefebvre Financial Services