A complete list of active advisors currently associated with The Leonard Financial Group, LLC

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

The Leonard Financial Group provides financial planning, investment management, and consulting services to individuals (including both high-net-worth and non‑HNW clients) and charitable organizations. The firm delivers written financial plans following in‑depth personal interviews and manages client portfolios on both discretionary and non‑discretionary bases. The firm’s investment process emphasizes asset allocation and mutual fund/ETF analysis alongside technical analysis, and the brochure discloses use of both long‑ and short‑term trading strategies as well as options, margin and short sales when appropriate. Financial plans are typically delivered within six months when information is provided promptly, and ongoing account supervision is guided by each client’s stated goals, time horizon and tax considerations. Compared with many peers, the brochure notes the firm conducts educational seminars and workshops for clients, an offering that is relatively uncommon among similar supported advisers. The small advisory team manages roughly $47.8 million for about 74 clients and highlights professional credentials such as CFP and AEP among its personnel, while also documenting detailed practices for custody, trade execution and a formal Code of Ethics.

To learn more about the advisors currently working at The Leonard Financial Group, 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.