Island

Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

LEARN MORE

Counsel Fiduciary’s sole mission
is to help you safely, reasonably, plot
the course of Financial Independence in
a simple, concise, actionable and achievable way.

LEARN MORE
Logo

Contact Us

Box

1345 Sixth Ave., 2nd floor
New York, NY  10105

Mailing Adress
Box

(855) 290-5087
(646) 308-1400
(646) 514-2367

Office (Toll Free)
Office
Fax
Telephone
Moutain
Box
Instant Message
Send
Send

We are legally
required to
act in
your best
interest.

Group 2Mask Group 3
What is a Fiduciary?
Mask Group 4

A fiduciary always act in the
best interests of those who
trust them, i.e. the trustee
of a trust is considered
a fiduciary.  Fiduciaries
can never put their
own interests first.

Why is a fiduciary
so important?

Moutain1

Fiduciaries are held to a high
standard and must provide
advice that is most beneficial
to you. Asking advisors if
they are fiduciaries is
essential when seeking
financial advice.

Why does it
matter?
Learn more
Arrow

That mountain is
daunting; together
we will summit
and return safely
to sea level, without
the worry of
running out of
money before running
out of time.

Counsel Fiduciary:
Your Financial Sherpas.
mountain

On Your Journey, we will
help you safely, and
reasonably, plot the
course of your financial
independence in a
simple, concise, and
actionable way.

Learn more
ihpone arrow
users

Our Sherpas will help
to build steps towards
financial independence
using their prior
knowledge in risk and
process management.

rucksack

Outfitting is crucial for
summiting the
mountain. Picking the
proper climbing
strategy is an
important part of
reaching the peak.

Let us embark
on a
journey.

Mask Group 1
Learn more
Arrow
Learn more
Arrow
CONTACT US
ABOUT US
FAQ
Group 8
Leith Harmon,
MSE
CRPC
Mask Group 9

Susan Middleton,
MS CFA
CFP

Leith serves as Chief Financial Planner for Counsel Fiduciary. Prior to joining Counsel Fiduciary in June 2006, Leith spent six years at Merrill Lynch providing planning and investment advice. Previously, she worked for twelve years as an independent financial planner and business consultant in New York City and Washington, D.C. Leith received bachelors and masters degrees from the University of Michigan where she focused on risk management, decision analysis, and applied economics. Leith holds memberships in the Financial Planning Association, the National Committee on Planned Giving, and MENSA. Her philanthropic work includes personal finance curriculum development for the NYC Board of Education.

m

Susan serves as Chief Investment Officer for Counsel
Fiduciary. Prior to joining Counsel Fiduciary, Susan
spent eighteen years serving as a process/quality
control engineer to a number of manufacturing firms.
Susan brings her experience with statistical quality
control and process management to Counsel
Fiduciary, providing clients with a level of both
statistical and process due diligence rarely found in a
wealth management firm. Susan graduated from the
University of Michigan in 1987 with a bachelors in
Industrial and Operations Engineering. She
supplemented that background with a masters
in Statistics from Carnegie Mellon in 1990. Susan
has been a Chartered Financial Analyst (CFA) since
2011, and a Certified Financial Planner (CFP) since 2018.

mwordmarksquare-red-600x600
About Us
Island

Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

LEARN MORE

Counsel Fiduciary’s sole mission
is to help you safely, reasonably, plot
the course of Financial Independence in
a simple, concise, actionable and achievable way.

LEARN MORE
Logo
Moutain

We are legally
required to
act in
your best
interest.

Group 2Mask Group 3
What is a Fiduciary?
Mask Group 4

A fiduciary always act in the
best interests of those who
trust them, i.e. the trustee
of a trust is considered
a fiduciary.  Fiduciaries
can never put their
own interests first.

Why is a fiduciary
so important?

Moutain1

Fiduciaries are held to a high
standard and must provide
advice that is most beneficial
to you. Asking advisors if
they are fiduciaries is
essential when seeking
financial advice.

Why does it
matter?
Learn more
Arrow

That mountain is
daunting; together
we will summit
and return safely
to sea level, without
the worry of
running out of
money before running
out of time.

Counsel Fiduciary:
Your Financial Sherpas.
mountain

On Your Journey, we will
help you safely, and
reasonably, plot the
course of your financial
independence in a
simple, concise, and
actionable way.

Learn more
ihpone arrow
users

Our Sherpas will help
to build steps towards
financial independence
using their prior
knowledge in risk and
process management.

Learn more
Arrow
rucksack

Outfitting is crucial for
summiting the
mountain. Picking the
proper climbing
strategy is an
important part of
reaching the peak.

Learn more
Arrow

Let us embark
on a
journey.

Mask Group 1
CONTACT US
ABOUT US
FAQ
Group 8
Leith Harmon,
MSE
CRPC
Mask Group 9

Susan Middleton,
MS CFA
CFP

Leith serves as Chief Financial Planner for Counsel Fiduciary. Prior to joining Counsel Fiduciary in June 2006, Leith spent six years at Merrill Lynch providing planning and investment advice. Previously, she worked for twelve years as an independent financial planner and business consultant in New York City and Washington, D.C. Leith received bachelors and masters degrees from the University of Michigan where she focused on risk management, decision analysis, and applied economics. Leith holds memberships in the Financial Planning Association, the National Committee on Planned Giving, and MENSA. Her philanthropic work includes personal finance curriculum development for the NYC Board of Education.

m

Susan serves as Chief Investment Officer for Counsel
Fiduciary. Prior to joining Counsel Fiduciary, Susan
spent eighteen years serving as a process/quality
control engineer to a number of manufacturing firms.
Susan brings her experience with statistical quality
control and process management to Counsel
Fiduciary, providing clients with a level of both
statistical and process due diligence rarely found in a
wealth management firm. Susan graduated from the
University of Michigan in 1987 with a bachelors in
Industrial and Operations Engineering. She
supplemented that background with a masters
in Statistics from Carnegie Mellon in 1990. Susan
has been a Chartered Financial Analyst (CFA) since
2011, and a Certified Financial Planner (CFP) since 2018.

mwordmarksquare-red-600x600
About Us
Island

Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

LEARN MORE

Counsel Fiduciary’s sole mission
is to help you safely, reasonably, plot
the course of Financial Independence in
a simple, concise, actionable and achievable way.

LEARN MORE
Logo
Moutain
Office (Toll Free)
Office
Fax
Slogan

We are legally
required to
act in
your best
interest.

Group 2Mask Group 3
What is a Fiduciary?
Mask Group 4

A fiduciary always act in the
best interests of those who
trust them, i.e. the trustee
of a trust is considered
a fiduciary.  Fiduciaries
can never put their
own interests first.

Why is a fiduciary
so important?

Moutain1

Fiduciaries are held to a high
standard and must provide
advice that is most beneficial
to you. Asking advisors if
they are fiduciaries is
essential when seeking
financial advice.

Why does it
matter?
Learn more
Arrow

That mountain is
daunting; together
we will summit
and return safely
to sea level, without
the worry of
running out of
money before running
out of time.

Counsel Fiduciary:
Your Financial Sherpas.
mountain

On Your Journey, we will
help you safely, and
reasonably, plot the
course of your financial
independence in a
simple, concise, and
actionable way.

Learn more
ihpone arrow
users

Our Sherpas will help
to build steps towards
financial independence
using their prior
knowledge in risk and
process management.

rucksack

Outfitting is crucial for
summiting the
mountain. Picking the
proper climbing
strategy is an
important part of
reaching the peak.

Let us embark
on a
journey.

Mask Group 1
Learn more
Arrow
Learn more
Arrow
CONTACT US
ABOUT US
FAQ
Group 8
Leith Harmon,
MSE
CRPC
Mask Group 9

Susan Middleton,
MS CFA
CFP

Leith serves as Chief Financial Planner for Counsel Fiduciary. Prior to joining Counsel Fiduciary in June 2006, Leith spent six years at Merrill Lynch providing planning and investment advice. Previously, she worked for twelve years as an independent financial planner and business consultant in New York City and Washington, D.C. Leith received bachelors and masters degrees from the University of Michigan where she focused on risk management, decision analysis, and applied economics. Leith holds memberships in the Financial Planning Association, the National Committee on Planned Giving, and MENSA. Her philanthropic work includes personal finance curriculum development for the NYC Board of Education.

m

Susan serves as Chief Investment Officer for Counsel
Fiduciary. Prior to joining Counsel Fiduciary, Susan
spent eighteen years serving as a process/quality
control engineer to a number of manufacturing firms.
Susan brings her experience with statistical quality
control and process management to Counsel
Fiduciary, providing clients with a level of both
statistical and process due diligence rarely found in a
wealth management firm. Susan graduated from the
University of Michigan in 1987 with a bachelors in
Industrial and Operations Engineering. She
supplemented that background with a masters
in Statistics from Carnegie Mellon in 1990. Susan
has been a Chartered Financial Analyst (CFA) since
2011, and a Certified Financial Planner (CFP) since 2018.

mwordmarksquare-red-600x600
About Us
Island

Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

LEARN MORE

Counsel Fiduciary’s sole mission
is to help you safely, reasonably, plot
the course of Financial Independence in
a simple, concise, actionable and achievable way.

LEARN MORE
Logo

We are legally
required to
act in
your best
interest.

Group 2Mask Group 3
What is a Fiduciary?
Mask Group 4

A fiduciary always act in the
best interests of those who
trust them, i.e. the trustee
of a trust is considered
a fiduciary.  Fiduciaries
can never put their
own interests first.

Why is a fiduciary
so important?

Moutain1

Fiduciaries are held to a high
standard and must provide
advice that is most beneficial
to you. Asking advisors if
they are fiduciaries is
essential when seeking
financial advice.

Why does it
matter?
Learn more
Arrow

That mountain is
daunting; together
we will summit
and return safely
to sea level, without
the worry of
running out of
money before running
out of time.

Counsel Fiduciary:
Your Financial Sherpas.

mountain

On Your Journey, we will
help you safely, and
reasonably, plot the
course of your financial
independence in a
simple, concise, and
actionable way.

Learn more
ihpone arrow
rucksack

Outfitting is crucial for
summiting the
mountain. Picking the
proper climbing
strategy is an
important part of
reaching the peak.

Learn more
Arrow

Let us embark
on a
journey.

Mask Group 1
CONTACT US
Group 8
Leith Harmon,
MSE
CRPC
Mask Group 9

Susan Middleton,
MS CFA
CFP

Leith serves as Chief Financial Planner for Counsel Fiduciary. Prior to joining Counsel Fiduciary in June 2006, Leith spent six years at Merrill Lynch providing planning and investment advice. Previously, she worked for twelve years as an independent financial planner and business consultant in New York City and Washington, D.C. Leith received bachelors and masters degrees from the University of Michigan where she focused on risk management, decision analysis, and applied economics. Leith holds memberships in the Financial Planning Association, the National Committee on Planned Giving, and MENSA. Her philanthropic work includes personal finance curriculum development for the NYC Board of Education.

m

Susan serves as Chief Investment Officer for Counsel
Fiduciary. Prior to joining Counsel Fiduciary, Susan
spent eighteen years serving as a process/quality
control engineer to a number of manufacturing firms.
Susan brings her experience with statistical quality
control and process management to Counsel
Fiduciary, providing clients with a level of both
statistical and process due diligence rarely found in a
wealth management firm. Susan graduated from the
University of Michigan in 1987 with a bachelors in
Industrial and Operations Engineering. She
supplemented that background with a masters
in Statistics from Carnegie Mellon in 1990. Susan
has been a Chartered Financial Analyst (CFA) since
2011, and a Certified Financial Planner (CFP) since 2018.

mwordmarksquare-red-600x600
About Us
Island

Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

LEARN MORE

Counsel Fiduciary’s sole mission
is to help you safely, reasonably, plot
the course of Financial Independence in
a simple, concise, actionable and achievable way.

LEARN MORE
Logo

We are legally
required to
act in
your best
interest.

Group 2Mask Group 3
What is a Fiduciary?
Mask Group 4

A fiduciary always act in the
best interests of those who
trust them, i.e. the trustee
of a trust is considered
a fiduciary.  Fiduciaries
can never put their
own interests first.

Why is a fiduciary
so important?

Moutain1

Fiduciaries are held to a high
standard and must provide
advice that is most beneficial
to you. Asking advisors if
they are fiduciaries is
essential when seeking
financial advice.

Why does it
matter?
Learn more
Arrow

That mountain is
daunting; together
we will summit
and return safely
to sea level, without
the worry of
running out of
money before running
out of time.

Counsel Fiduciary:
Your Financial Sherpas.

mountain

On Your Journey, we will
help you safely, and
reasonably, plot the
course of your financial
independence in a
simple, concise, and
actionable way.

Learn more
ihpone arrow
rucksack

Outfitting is crucial for
summiting the
mountain. Picking the
proper climbing
strategy is an
important part of
reaching the peak.

Learn more
Arrow

Let us embark
on a
journey.

Mask Group 1
CONTACT US
Group 8
Leith Harmon,
MSE
CRPC
Mask Group 9

Susan Middleton,
MS CFA
CFP

Leith serves as Chief Financial Planner for Counsel Fiduciary. Prior to joining Counsel Fiduciary in June 2006, Leith spent six years at Merrill Lynch providing planning and investment advice. Previously, she worked for twelve years as an independent financial planner and business consultant in New York City and Washington, D.C. Leith received bachelors and masters degrees from the University of Michigan where she focused on risk management, decision analysis, and applied economics. Leith holds memberships in the Financial Planning Association, the National Committee on Planned Giving, and MENSA. Her philanthropic work includes personal finance curriculum development for the NYC Board of Education.

m

Susan serves as Chief Investment Officer for Counsel
Fiduciary. Prior to joining Counsel Fiduciary, Susan
spent eighteen years serving as a process/quality
control engineer to a number of manufacturing firms.
Susan brings her experience with statistical quality
control and process management to Counsel
Fiduciary, providing clients with a level of both
statistical and process due diligence rarely found in a
wealth management firm. Susan graduated from the
University of Michigan in 1987 with a bachelors in
Industrial and Operations Engineering. She
supplemented that background with a masters
in Statistics from Carnegie Mellon in 1990. Susan
has been a Chartered Financial Analyst (CFA) since
2011, and a Certified Financial Planner (CFP) since 2018.

mwordmarksquare-red-600x600
About Us
Island

Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

LEARN MORE

Counsel Fiduciary’s sole mission
is to help you safely, reasonably, plot
the course of Financial Independence in
a simple, concise, actionable and achievable way.

LEARN MORE
Logo
Contact Us
Box

575 Lexington Ave., 4th floor
New York, NY 10022

Mailing Adress
Box

(855) 290-5087
(646) 308-1400
(646) 514-2367

Office (Toll Free)
Office
Fax
Telephone

We are legally
required to
act in
your best
interest.

Group 2Mask Group 3
What is a Fiduciary?
Mask Group 4

A fiduciary always act in the
best interests of those who
trust them, i.e. the trustee
of a trust is considered
a fiduciary.  Fiduciaries
can never put their
own interests first.

Why is a fiduciary
so important?

Moutain1

Fiduciaries are held to a high
standard and must provide
advice that is most beneficial
to you. Asking advisors if
they are fiduciaries is
essential when seeking
financial advice.

Why does it
matter?
Learn more
Arrow

That mountain is
daunting; together
we will summit
and return safely
to sea level, without
the worry of
running out of
money before running
out of time.

Counsel Fiduciary:
Your Financial Sherpas.

mountain

On Your Journey, we will
help you safely, and
reasonably, plot the
course of your financial
independence in a
simple, concise, and
actionable way.

Learn more
ihpone arrow
rucksack

Outfitting is crucial for
summiting the
mountain. Picking the
proper climbing
strategy is an
important part of
reaching the peak.

Learn more
Arrow

Let us embark
on a
journey.

Mask Group 1
CONTACT US
Group 8
Leith Harmon,
MSE
CRPC
Mask Group 9

Susan Middleton,
MS CFA
CFP

Leith serves as Chief Financial Planner for Counsel Fiduciary. Prior to joining Counsel Fiduciary in June 2006, Leith spent six years at Merrill Lynch providing planning and investment advice. Previously, she worked for twelve years as an independent financial planner and business consultant in New York City and Washington, D.C. Leith received bachelors and masters degrees from the University of Michigan where she focused on risk management, decision analysis, and applied economics. Leith holds memberships in the Financial Planning Association, the National Committee on Planned Giving, and MENSA. Her philanthropic work includes personal finance curriculum development for the NYC Board of Education.

m

Susan serves as Chief Investment Officer for Counsel
Fiduciary. Prior to joining Counsel Fiduciary, Susan
spent eighteen years serving as a process/quality
control engineer to a number of manufacturing firms.
Susan brings her experience with statistical quality
control and process management to Counsel
Fiduciary, providing clients with a level of both
statistical and process due diligence rarely found in a
wealth management firm. Susan graduated from the
University of Michigan in 1987 with a bachelors in
Industrial and Operations Engineering. She
supplemented that background with a masters
in Statistics from Carnegie Mellon in 1990. Susan
has been a Chartered Financial Analyst (CFA) since
2011, and a Certified Financial Planner (CFP) since 2018.

mwordmarksquare-red-600x600
About Us
Island

Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

LEARN MORE

Counsel Fiduciary’s sole mission
is to help you safely, reasonably, plot
the course of Financial Independence in
a simple, concise, actionable and achievable way.

LEARN MORE
Logo
Contact Us
Box

1345 Sixth Ave., 2nd floor
New York, NY  10105

Mailing Adress
Box

(855) 290-5087
(646) 308-1400
(646) 514-2367

Office (Toll Free)
Office
Fax
Telephone

We are legally
required to
act in
your best
interest.

Group 2Mask Group 3
What is a Fiduciary?
Mask Group 4

A fiduciary always act in the
best interests of those who
trust them, i.e. the trustee
of a trust is considered
a fiduciary.  Fiduciaries
can never put their
own interests first.

Why is a fiduciary
so important?

Moutain1

Fiduciaries are held to a high
standard and must provide
advice that is most beneficial
to you. Asking advisors if
they are fiduciaries is
essential when seeking
financial advice.

Why does it
matter?
Learn more
Arrow

That mountain is
daunting; together
we will summit
and return safely
to sea level, without
the worry of
running out of
money before running
out of time.

Counsel Fiduciary:
Your Financial Sherpas.

mountain

On Your Journey, we will
help you safely, and
reasonably, plot the
course of your financial
independence in a
simple, concise, and
actionable way.

Learn more
ihpone arrow
rucksack

Outfitting is crucial for
summiting the
mountain. Picking the
proper climbing
strategy is an
important part of
reaching the peak.

Learn more
Arrow

Let us embark
on a
journey.

Mask Group 1
CONTACT US
Group 8
Leith Harmon,
MSE
CRPC
Mask Group 9

Susan Middleton,
MS CFA
CFP


Leith, Chief Financial Planner at Counsel Fiduciary, joined in 2006 after six years at Merrill Lynch. With prior experience as a financial planner and consultant in New York City and Washington, D.C., she holds degrees from the University of Michigan, specializing in risk management and applied economics. Leith is a member of various financial associations and has contributed to personal finance education in NYC schools.    

m


Susan is the Chief Investment Officer at
Counsel Fiduciary, bringing 18 years of
experience as a process/quality control
engineer in manufacturing. Her expertise in
statistical quality control enhances the firm's
wealth management services. Susan holds a
bachelor's from the University of Michigan and
a master's in Statistics from Carnegie Mellon.
She is a Chartered Financial Analyst (CFA) since
2011 and a Certified Financial Planner (CFP)
since 2018.

mwordmarksquare-red-600x600
About Us
Island

Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

LEARN MORE

Counsel Fiduciary’s sole mission
is to help you safely, reasonably, plot
the course of Financial Independence in
a simple, concise, actionable and achievable way.

LEARN MORE
Logo
Contact Us
Box

1345 Sixth Ave., 2nd floor
New York, NY  10105

Mailing Adress
Box

(855) 290-5087
(646) 308-1400
(646) 514-2367

Office (Toll Free)
Office
Fax
Telephone

We are legally
required to
act in
your best
interest.

Group 2Mask Group 3
What is a Fiduciary?
Mask Group 4

A fiduciary always act in the
best interests of those who
trust them, i.e. the trustee
of a trust is considered
a fiduciary.  Fiduciaries
can never put their
own interests first.

Why is a fiduciary
so important?

Moutain1

Fiduciaries are held to a high
standard and must provide
advice that is most beneficial
to you. Asking advisors if
they are fiduciaries is
essential when seeking
financial advice.

Why does it
matter?
Learn more
Arrow

That mountain is
daunting; together
we will summit
and return safely
to sea level, without
the worry of
running out of
money before running
out of time.

Counsel Fiduciary:
Your Financial Sherpas.

mountain

On Your Journey, we will
help you safely, and
reasonably, plot the
course of your financial
independence in a
simple, concise, and
actionable way.

Learn more
ihpone arrow
rucksack

Outfitting is crucial for
summiting the
mountain. Picking the
proper climbing
strategy is an
important part of
reaching the peak.

Learn more
Arrow

Let us embark
on a
journey.

Mask Group 1
CONTACT US
Group 8
Leith Harmon,
MSE
CRPC
Mask Group 9

Susan Middleton,
MS CFA
CFP


Leith, Chief Financial Planner at Counsel Fiduciary, joined in 2006 after six years at Merrill Lynch. With prior experience as a financial planner and consultant in New York City and Washington, D.C., she holds degrees from the University of Michigan, specializing in risk management and applied economics. Leith is a member of various financial associations and has contributed to personal finance education in NYC schools.    

m


Susan is the Chief Investment Officer at
Counsel Fiduciary, bringing 18 years of
experience as a process/quality control
engineer in manufacturing. Her expertise in
statistical quality control enhances the firm's
wealth management services. Susan holds a
bachelor's from the University of Michigan and
a master's in Statistics from Carnegie Mellon.
She is a Chartered Financial Analyst (CFA) since
2011 and a Certified Financial Planner (CFP)
since 2018.

mwordmarksquare-red-600x600
About Us
Island

Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

LEARN MORE

Counsel Fiduciary’s sole mission
is to help you safely, reasonably, plot
the course of Financial Independence in
a simple, concise, actionable and achievable way.

LEARN MORE
Logo
Contact Us
Box

1345 Sixth Ave., 2nd floor
New York, NY  10105

Mailing Adress
Box

(855) 290-5087
(646) 308-1400
(646) 514-2367

Office (Toll Free)
Office
Fax
Telephone

We are legally
required to
act in
your best
interest.

Group 2Mask Group 3
What is a Fiduciary?
Mask Group 4

A fiduciary always act in the
best interests of those who
trust them, i.e. the trustee
of a trust is considered
a fiduciary.  Fiduciaries
can never put their
own interests first.

Why is a fiduciary
so important?

Moutain1

Fiduciaries are held to a high
standard and must provide
advice that is most beneficial
to you. Asking advisors if
they are fiduciaries is
essential when seeking
financial advice.

Why does it
matter?
Learn more
Arrow

That mountain is
daunting; together
we will summit
and return safely
to sea level, without
the worry of
running out of
money before running
out of time.

Counsel Fiduciary:
Your Financial Sherpas.
mountain

On Your Journey, we will
help you safely, and
reasonably, plot the
course of your financial
independence in a
simple, concise, and
actionable way.

Learn more
ihpone arrow
rucksack

Outfitting is crucial for
summiting the
mountain. Picking the
proper climbing
strategy is an
important part of
reaching the peak.

Learn more
Arrow

Let us embark
on a
journey.

Mask Group 1
CONTACT US
Group 8
Leith Harmon,
MSE
CRPC
Mask Group 9

Susan Middleton,
MS CFA
CFP

Leith, Chief Financial Planner at Counsel Fiduciary since 2006, has extensive experience in finance, including at Merrill Lynch and as a consultant in NYC and D.C. She graduated from the University of Michigan, specializing in risk management and economics, and is involved in financial education in NYC schools.

m

Susan, Chief Investment Officer at
Counsel Fiduciary, has 18 years of
manufacturing experience and
specializes in statistical quality
control. She holds a bachelor's from
the University of Michigan, a master's
in Statistics from Carnegie Mellon,
and is a CFA since 2011 and a CFP
since 2018.

mwordmarksquare-red-600x600
About Us
Island

Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

LEARN MORE

Counsel Fiduciary’s sole mission
is to help you safely, reasonably, plot
the course of Financial Independence in
a simple, concise, actionable and achievable way.

LEARN MORE
Logo
Contact Us
Box

1345 Sixth Ave., 2nd floor
New York, NY  10105

Mailing Adress
Box

(855) 290-5087
(646) 308-1400
(646) 514-2367

Office (Toll Free)
Office
Fax
Telephone

We are legally
required to
act in
your best
interest.

Group 2Mask Group 3
What is a Fiduciary?
Mask Group 4

A fiduciary always act in the
best interests of those who
trust them, i.e. the trustee
of a trust is considered
a fiduciary.  Fiduciaries
can never put their
own interests first.

Why is a fiduciary
so important?

Moutain1

Fiduciaries are held to a high
standard and must provide
advice that is most beneficial
to you. Asking advisors if
they are fiduciaries is
essential when seeking
financial advice.

Why does it
matter?
Learn more
Arrow

That mountain is
daunting; together
we will summit
and return safely
to sea level, without
the worry of
running out of
money before running
out of time.

Counsel Fiduciary:
Your Financial Sherpas.
mountain

On Your Journey, we will
help you safely, and
reasonably, plot the
course of your financial
independence in a
simple, concise, and
actionable way.

Learn more
ihpone arrow
rucksack

Outfitting is crucial for
summiting the
mountain. Picking the
proper climbing
strategy is an
important part of
reaching the peak.

Learn more
Arrow

Let us embark
on a
journey.

Mask Group 1
CONTACT US
Group 8
Leith Harmon,
MSE
CRPC
Mask Group 9

Susan Middleton,
MS CFA
CFP

Leith, Chief Financial Planner at Counsel Fiduciary since 2006, has extensive experience in finance, including at Merrill Lynch and as a consultant in NYC and D.C. She graduated from the University of Michigan, specializing in risk management and economics, and is involved in financial education in NYC schools.

m

Susan, Chief Investment Officer
at Counsel Fiduciary, has 18 years
of manufacturing experience and
specializes in statistical quality
control. She holds a bachelor's
from the University of Michigan,
a master's in Statistics from
Carnegie Mellon, and is a CFA
since 2011 and a CFP since 2018.

mwordmarksquare-red-600x600
About Us
Island

Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

LEARN MORE

Counsel Fiduciary’s sole mission
is to help you safely, reasonably, plot
the course of Financial Independence in
a simple, concise, actionable and achievable way.

LEARN MORE
Logo
Contact Us
Box

1345 Sixth Ave., 2nd floor
New York, NY  10105

Mailing Adress
Box

(855) 290-5087
(646) 308-1400
(646) 514-2367

Office (Toll Free)
Office
Fax
Telephone

We are legally
required to
act in
your best
interest.

Group 2Mask Group 3
What is a Fiduciary?
Mask Group 4

A fiduciary always act in the
best interests of those who
trust them, i.e. the trustee
of a trust is considered
a fiduciary.  Fiduciaries
can never put their
own interests first.

Why is a fiduciary
so important?

Moutain1

Fiduciaries are held to a high
standard and must provide
advice that is most beneficial
to you. Asking advisors if
they are fiduciaries is
essential when seeking
financial advice.

Why does it
matter?
Learn more
Arrow

That mountain is
daunting; together
we will summit
and return safely
to sea level, without
the worry of
running out of
money before running
out of time.

Counsel Fiduciary:
Your Financial Sherpas.
mountain

On Your Journey, we will
help you safely, and
reasonably, plot the
course of your financial
independence in a
simple, concise, and
actionable way.

Learn more
ihpone arrow
rucksack

Outfitting is crucial for
summiting the
mountain. Picking the
proper climbing
strategy is an
important part of
reaching the peak.

Learn more
Arrow

Let us embark
on a
journey.

Mask Group 1
CONTACT US
Group 8
Leith Harmon,
MSE
CRPC
Mask Group 9

Susan Middleton,
MS CFA
CFP

m

Leith, Chief Financial Planner at Counsel Fiduciary since 2006, has extensive experience in finance, including at Merrill Lynch and as a consultant in NYC and D.C. She graduated from the University of Michigan, specializing in risk management and economics, and is involved in financial education in NYC schools.

mwordmarksquare-red-600x600

Susan, Chief Investment Officer
at Counsel Fiduciary, has 18 years
of manufacturing experience and
specializes in statistical quality
control. She holds a bachelor's
from the University of Michigan,
a master's in Statistics from
Carnegie Mellon, and is a CFA
since 2011 and a CFP since 2018.

About Us