A complete list of active advisors currently associated with Leonard Wealth Management, LLC

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

Leonard Wealth Management is a small, independent advisory firm that serves individuals (including high‑net‑worth clients), corporations, charities, and pension and profit‑sharing plans, managing roughly $6.7 million for about 45 clients. The firm provides comprehensive financial planning, targeted financial consulting and estate‑settlement assistance, along with discretionary portfolio management. The firm constructs individualized portfolios from a set of model portfolios and may exercise discretionary authority to implement asset allocation, tactical allocation, fundamental and technical analysis, and modern portfolio theory, rebalancing accounts as needed. It uses the Charles Schwab advisor platform and may recommend third‑party sub‑advisors available through that platform to manage portions of client assets. Noteworthy features for a solo independent advisor include an affiliated insurance business whose commissions may be earned when insurance products are recommended, and an explicit pension‑consulting capability to advise retirement plans—both less common among peers. The firm also emphasizes fixed‑fee arrangements for planning and consulting (rather than exclusively hourly billing) and offers hands‑on estate‑settlement support for executors.

To learn more about the advisors currently working at Leonard Wealth Management, 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.

Name	Location	Years of experience
Joseph Leonard II	Lincolnton, NC	24

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