A complete list of active advisors currently associated with LINC Wealth Solutions

Warmer can help you find a great advisor at LINC Wealth Solutions or one who fits your needs even better.

Leonard Investment Consulting, LLC primarily serves high‑net‑worth individuals and institutional clients such as trusts, pension and profit‑sharing plans, charitable organizations, and corporations, and does not serve non‑high‑net‑worth individual clients. The firm provides financial planning, discretionary and non‑discretionary portfolio management, and the selection or recommendation of third‑party money managers. The firm’s process begins with a discovery conversation to identify goals and risk tolerance and then implements personalized strategies using mutual funds, exchange‑traded funds, separately managed accounts, or model portfolios. Accounts are monitored and rebalanced as market conditions or client circumstances change, and the firm may manage discretionary accounts without prior transaction approval. Noteworthy features include its small scale—roughly $11.36 million in assets under management across about 29 client relationships managed by a single advisor—and its routine use of a third‑party money manager platform (SEI), with those TPMM assets included when calculating advisory fees. The firm offers multiple planning engagement formats (hourly, fixed‑fee, and retainer arrangements) and generally does not vote client proxies, leaving voting rights to clients.

To learn more about the advisors currently working at LINC Wealth Solutions, 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.