The term "lead financial advisor" refers to a company or individual that serves as the primary consultant for another entity in matters related to finance and investment. This person is responsible for providing guidance, advice, and assistance on various financial decisions such as budgeting, saving, investments, retirement planning, taxes, and more. They typically work closely with their clients to understand their goals, objectives, and risk tolerances in order to develop personalized strategies that help them achieve their desired outcomes. In essence, the lead financial advisor is a trusted partner who helps individuals or organizations make informed decisions about managing their money.