A complete list of active advisors currently associated with Leonard Advisory Group LLC

Warmer can help you find a great advisor at Leonard Advisory Group LLC or one who fits your needs even better.

Leonard Advisory Group offers ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities, delivering tailored Investment Policy Statements and regular portfolio monitoring. The firm manages approximately $95.7 million in client assets through a small advisory team and also arranges for portions of client portfolios to be managed by third‑party advisers. The firm’s investment process blends fundamental analysis and modern portfolio theory with a long‑term trading orientation, and it generally seeks discretionary authority to implement asset allocation and security selection in accordance with each client’s objectives. Leonard Advisory Group uses model allocations and a limited universe of investments—equities, fixed income, ETFs, and insurance products—and conducts due diligence when directing clients to managed solutions such as Morningstar Managed Portfolios and AE Wealth. A noteworthy aspect of the practice is that a supervised person is a licensed insurance agent who offers and receives commissions on insurance and annuity products; the brochure discloses this conflict and describes procedures to document and disclose such recommendations. The firm also requires use of selected custodians (including Schwab, Fidelity, AssetMark, and Altruist) and may receive a share of third‑party manager fees when clients are placed on those platforms.

To learn more about the advisors currently working at Leonard Advisory Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.