Raleigh, NC Office

Leading Edge Financial Planning LLC provides wealth management and financial planning to individuals, high net worth clients, trusts, estates and businesses, offering discretionary portfolio management alongside financial planning and consulting. The firm reports roughly $522 million in assets under management across about 302 clients and operates as a team of nine advisors across multiple offices.

The firm’s investment approach emphasizes strategic asset allocation, diversification and a long-term orientation, primarily using low‑cost mutual funds and ETFs while supplementing portfolios with individual stocks, bonds, annuities or Independent Managers when appropriate. LEFP delivers continuous discretionary management, conducts regular account reviews, and may use third‑party access platforms to aggregate or manage held‑away accounts while acting as a fiduciary.

Distinctive features include an affiliated tax and accounting business, Leading Edge Tax Planning LLC, which provides tax preparation and accounting services under common control and is disclosed as a potential conflict of interest though clients are not required to use those services. The firm’s maintenance of ten offices—uncommon for a team of its size—is also notable, and LEFP maintains institutional relationships with custodians (Schwab and Fidelity) that provide platform services and other benefits to the advisor.