A complete list of active advisors currently associated with Leverage Financial Advisory
Warmer can help you find a great advisor at Leverage Financial Advisory or one who fits your needs even better.
Leverage Financial Advisory provides investment supervisory and management services, comprehensive financial planning, retirement plan consulting, and educational seminars and workshops to individuals, married couples, and business entities, with a particular focus on hospitality industry professionals and small business owners. While the firm delivers the portfolio management services common to independent advisors, it also works with pension and profit‑sharing plan clients and employer plan sponsors. The firm employs a multi‑layered investment methodology that blends a "Core & Explore" strategic equity framework, tactical fixed‑income overlays, a concentrated Trend‑Growth‑Relative Strength (TGRS) equity strategy, and optional digital‑asset exposure for appropriately suited clients. For tactical and tax‑aware objectives, Leverage may use complex, derivative‑based ETFs and, in some separately managed accounts, implement borrowing and other derivative strategies, while designating buy‑and‑hold positions in taxable accounts to manage realized tax liabilities. Compared with most single‑advisor independent firms, Leverage provides ERISA retirement‑plan consulting in both 3(21) and 3(38) capacities, manages held‑away retirement accounts via the Pontera platform, and offers educational workshops—services that are statistically uncommon for firms of its size. Its combination of hospitality‑sector specialization, pension consulting and profit‑sharing plan work, explicit use of derivatives and borrowing in SMAs, and inclusion of digital asset strategies distinguishes its service mix from typical solo advisory practices.
To learn more about the advisors currently working at Leverage Financial Advisory, 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 |
|---|---|---|
Wilmington, MA
| 7
|
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