About My RIA Lawyer
Our MISSION is to help you, a firm or solo adviser, navigate the legal complexities of the RIA world.
“In life, it’s not that we don’t have enough time; it’s that we lose so much of it. We waste time on things that can be outsourced instead of spending time on things and people we love. I’d rather pay someone to to clean my house and take that time to spend with my children. Our clients are happier letting us ‘clean house’ while they work with their clients. In the end, they have more satisfaction in their businesses and they’re happier overall.” ~Leila Shaver
In 2017, after being in business for eleven years, I was audited by the state.Leila was a big help in responding to the audit and helping to calm my nerves. After receiving the audit deficiency report, she jumped in to resolve the issues and negotiated with the state for a settlement. My RIA Lawyer is now my compliance consultant.
Leila is thorough and prompt. She went out of her to get it done ASAP. Working with Leila took a load off me! She said from Day 1 we will get it handled and she sure did! I was able to cut ties with a prior adviser and pay with lump sum saving almost $200k.
I did a free consultation with Leila regarding business strategy. Her advice was helpful and thorough in reviewing my situation.
Leila is an expert with compliance but she also offers a wealth of knowledge as a business owner. We discussed everything including compliance, marketing, business partnerships, and more.
Leila Shaver is an excellent Attorney. She offers tremendous insight into the areas of regulatory compliance that impacts my business on a daily basis. Our firm has been strengthened by hiring Leila to serve our legal and investment compliance needs!
Leila is smart, thorough, and very personable. She excels at making sure her clients are happy and well taken care of. I recommend her highly!
I worked with Leila as outside counsel to the company she worked in as corporate counsel. She was excellent to work with, very knowledgeable and detail oriented. I enjoyed working with Leila. She is an excellent, capable attorney.
Always professional and usually replies with a response within a day. Her work is top notch. I never faced any mistakes or needed to backtrack when working with Leila on lengthy legal material. This was very helpful of course. Sometimes working with lawyers can be a drag. Not with Leila!
Leila is a thorough and detail oriented practitioner that still has an ease about her that makes her great to deal with. You can really tell her passion lies with securities and I endorse this lawyer.
She has made herself available at every turn to offer equally helpful counsel. What’s more, if a need of ours was outside her purview, she referred us to the right professionals who could help. Leila is as personable, professional, responsive, and caring as anyone with whom I’ve worked. I dare say, she’s the ideal compliance pro to have in one’s corner.
