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Achieving Financial
Independence can
Be as Daunting as
Summiting a Mountain

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.

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Counsel Fiduciary:
Your Financial Sherpas.

Let us embark
on a
journey.

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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.

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.

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

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

What is a Fiduciary?

We are legally
required to
act in
your best
interest.

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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?

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?
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About Us
Leith Harmon,
MSE
CRPC

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.

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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.

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Susan Middleton,
MS CFA
CFP

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