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

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

Leverage Planners Wealth Management, LLC serves individual clients—primarily non‑high‑net‑worth households—and offers discretionary asset management, comprehensive financial planning and consulting. The firm also integrates fee‑based annuity products into client portfolios and produces client newsletters and educational materials. The firm implements client strategies through documented investment policy statements and risk‑tolerance profiles, employing fundamental, technical, and cyclical analysis with account reviews at least quarterly and more frequently as needed. Leverage Planners retains responsibility for planning and client relationships while delegating model implementation, rebalancing, trade execution and billing to an external operations partner (Triad Wealth Partners). Noteworthy features include a regular program of free seminars and workshops and published newsletters—services that are uncommon among peers—and an affiliation with an insurance agency whose principal spends under 20% of time on insurance activities and may offer insurance products with required disclosures. Its financial planning scope is broader than typical for a firm of this size, documenting services such as family summits, cultural‑continuity planning, coordinated estate work and detailed tax, health‑care and income‑security analyses.

To learn more about the advisors currently working at Leverage Planners 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
David Donhoff	Bellevue, WA	10
Victoria Hockenbury	Bellevue, WA	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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