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Richard L
CFP®
N. Potomac, MD
Lenet Financial Resources, LLC
Richard Lenet is a CFP® professional with 26 years of experience operating Lenet Financial Resources, LLC, an independent advisory firm based in N. Potomac, MD. His practice is distinguished by its integration with accounting services through an affiliation with an accounting firm. Lenet Financial Resources, LLC serves a small client roster, delivering advisory services coordinated with accounting activities rather than traditional ongoing portfolio management. The firm’s approach emphasizes fee arrangements and advisory processes that incorporate tax and accounting considerations, targeting a client base outside the typical mass-affluent retail market.
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