Leslie Marie Giordano

The firm provides discretionary investment supervisory services and financial planning to individuals, families, small businesses, and charitable organizations. It manages equity, fixed‑income, and balanced portfolios and reports approximately $62.57 million in discretionary assets under management.

Portfolios are typically constructed with individual equities and fixed‑income securities and may include exchange‑traded funds and mutual funds; the adviser uses both fundamental and technical analysis with a generally long‑term holding horizon and periodic reviews. The firm may engage third‑party money managers to implement client strategies and communicates with clients at least annually, with advisory fees generally debited from custodial accounts on a quarterly basis.

Distinctive aspects include retirement plan consulting and the management of traditional pension and profit‑sharing plans, in addition to the principal’s role as a licensed insurance agent and a majority ownership stake in an insurance agency serving a credit union membership; the firm also distributes commission‑free variable annuities through the DPL platform. With roughly 150 client relationships supported by a single adviser overseeing over $62 million in assets, the combination of plan/pension work and insurance agency affiliations is less common among solo independent advisers and the brochure discloses related conflicts of interest and mitigation steps.