A complete list of active advisors currently associated with Van Leeuwen Retirement & Investment Services
Warmer can help you find a great advisor at Van Leeuwen Retirement & Investment Services or one who fits your needs even better.
Van Leeuwen Retirement and Investment Services provides ongoing investment management and comprehensive financial planning primarily for individual clients, including high-net-worth individuals and business owners, with a particular focus on retirement decision-making. The firm offers portfolio management on a percentage-of-assets-under-management basis and also delivers targeted planning services such as estate planning, tax-aware retirement strategies, and business succession consulting. The firm develops customized investment strategies tied to each client’s goals, time horizon and risk tolerance, then implements and monitors those strategies through discretionary account management, model portfolios and regular rebalancing. It operates on an open-architecture platform and utilizes LPL Financial–sponsored programs and custody for trade execution and reporting, while disclosing dual-registrations and other material conflicts as part of its fiduciary relationship. Compared with peers, the firm stands out for managing a large asset base and client roster with a very small advisory team—about $559 million in AUM across roughly 700 clients overseen by two advisors—yielding an unusually high AUM and client count per advisor. It is also a sponsor of a wrap fee program and offers both wrap and non-wrap account structures through LPL, a combination that is less common among similarly sized advisory teams and that affects how trading and service costs are handled.
To learn more about the advisors currently working at Van Leeuwen Retirement & Investment Services, 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 |
|---|---|---|
Richmond, KY
| 24
| |
Richmond, KY
| 42
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")