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Life-long relationships built on

trust and respect

Lesjak Planning is a fee-only Independent Financial Planning Firm focusing on our clients’ financial best interests.

Our 40+ year history reinforces our commitment to long-term, personal relationships steeped in transparency, trust, and integrity.

Meet the Team
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Why Lesjak Planning?

Lesjak Planning LLC, family-owned and independent since 1980, upholds a professional commitment to our philosophy and clients. With more than 100 years of combined experience among our planners, we have witnessed most investment scenarios firsthand. Wisdom, rather than short-term fads and get-rich-quick schemes, guides our decisions and recommendations.

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Plan-Driven Services

A vibrant financial plan demands collaboration between our family and yours. We meet annually with our clients to discuss progress and any necessary changes. We make it easy for clients to monitor their plans by providing accurate, detailed, technical written reports for you or your tax and estate planning specialists including quarterly and annual portfolio reports.

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Next-Generation Road Map

Lesjak Planning's Annual Management Program is designed for the next generation of individuals and families in the beginning or early stages of their financial journey. We help develop the initial financial road map and begin to build the financial foundation for your future.

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How Can We Help?

Please fill out as much of the following information as you are comfortable with so we may contact you to discuss your needs. Or, if you'd prefer, you can speak to us directly by calling 440.871.9500 or toll free 1.888.871.4820.

You can also download our Confidential Financial Planning Data Sheet, fill it out, and email it to

It can also be faxed to: 440-871-3607

Or mailed to:
Lesjak Planning
1991 Crocker Road, Suite 575
Westlake, Ohio 44145

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Your first step starts here.

Excellence in Financial Planning since 1980

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