Our team

Learn more about the Letheby Financial Group.

Our approach

We specialize in helping individuals, families and businesses achieve their financial goals and objectives. We tailor our advice to each client situation and help you navigate through difficult financial decisions. Our team based approach and dedication to building long term relationships with our clients helps ensure a sound wealth management plan for your future.

Our solutions and services:

Investment planning
  • Mutual funds
  • Stocks and bonds
  • Managed accounts
  • Exchange traded funds
Retirement planning
  • Individual retirement planning
  • Retirement income planning
  • Employer-based retirement plans
Education savings
  • 529 plans
  • Custodial accounts (UGMA and UTMA)
Cash management
  • Cash management accounts
  • RBC Visa® Platinum Debit Card
  • Check writing
Insurance and annuities
  • Term, whole life, universal life, single
  • Premium life, variable universal life and survivorship life insurance
  • Long-term care insurance
  • Variable, fixed, fixed index, single premium immediate, income annuities
Trust and estate planning services
  • Professional trustee services
  • Revocable and irrevocable trusts
  • Generation-skipping transfer trusts
  • Charitable giving

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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Market week

July 8, 2024 - RBC Wealth Management

Read more (Market Week)

2024 Midyear Outlook focus

June 27, 2024 - RBC Wealth Management

2024 Midyear Outlook focus

Read more (2024 Midyear Outlook focus)

Latest Insights

Financial data display

Weaving the threads of U.S. equity outperformance

Jul 11, 2024 | Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Read more
hometown heroes on soccer pitch

Hometown Heroes: Columbus nonprofits celebrated for driving positive change in the community

Jul 08, 2024 | RBC Wealth Management

Recognizing organizations that lead the way in serving underrepresented individuals and communities.

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engagement ring box

The cost of marriage: Money-related reasons couples wait

Jun 28, 2024 | RBC Wealth Management

A growing number of Americans are waiting to get married, with some couples choosing to skip the nuptials altogether to protect their wealth.

Read more

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.