Forrest Light Advisory
About Forrest
Business & Nonprofit Strategist · Integrative Financial Adviser
One agency. Two services. Zero conflicts of interest.
CEO/CFO-level strategy for businesses and nonprofits
Fiduciary duty — legally required to act in your interest
Two problems I keep seeing. One practice built to solve both.
I'm Forrest Leichtberg (Light-berg) — a business strategist and financial advisor with deep experience across organizational leadership, nonprofit governance, and personal finance. My work sits at the intersection of strategy and execution: I don't just diagnose problems, I help solve them.
On the consulting side, I've worked with businesses and nonprofits who needed more than a report — they needed a strategic partner who could think at the CEO or CFO level without the full-time overhead. That's the gap I was built to fill.
On the financial advisory side, I operate as a fee-only, fiduciary RIA — which means I'm legally required to act in your interest, not mine. No commissions, no products to push, no conflicts of interest. Just honest, rigorous financial guidance.
"The best advice — whether for a family's portfolio or a nonprofit's strategy — starts with listening."
I built Forrest Light Advisory because I believe individuals and organizations deserve the same thing: a trusted advisor who shows up prepared, speaks plainly, and is accountable for your outcomes.
Response within 1 business day · No pressure · No commitment required
Two Service Arms. One Agency.
Each service is purpose-built for its audience. Both are grounded in the same commitment: no conflicts of interest, no generic templates, no advice that serves us more than it serves you.
Financial Coaching & RIA
Fee-only investment management, behavioral coaching, and values-based financial planning. Fiduciary duty — we are required to put your interests first.
- Professional portfolio management
- Tax optimization and wealth strategy
- Behavioral coaching for better decisions
- Values-based planning and goal alignment
Business & Nonprofit Consulting
Fractional executive leadership, financial oversight, and growth strategy for businesses and mission-driven organizations. C-suite thinking without C-level overhead.
- Fractional CFO and CEO services
- Business strategy and growth planning
- Nonprofit governance and board advisory
- Financial planning and governance
The Principles
Outcomes Over Deliverables
We measure success by the positive changes in your life or organization.
No Conflicts of Interest
For financial clients: fee-only, fiduciary. For consulting clients: no referral fees, no vendor kickbacks.
Honest, Not Just Helpful
We'll tell you what we can do — and what we can't. If we're not the right fit, we'll say so. That honesty is the foundation of every client relationship.
Free · No Commitment Required · No Pressure
Ready to Work Together?
Let's Start With a Conversation.
Whether you're building personal wealth or leading an organization, the first 45 minutes are free. No pitch, no pressure.
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Practical insights on personal finance, investment strategy, business scaling, and nonprofit leadership.