LEONARD WEALTH MANAGEMENT, LLC is a top-rated financial advisory firm known for their personalized services and expert guidance. With over 25 years of experience, their team of advisors offers comprehensive financial planning, a wide range of services, and tailored solutions to help clients achieve their financial goals and secure their future.
The firm serves a diverse range of clients, including individuals, families, business owners, and high net worth individuals. They offer competitive fees based on a percentage of assets under management and ensure their advisors are always aligned with their clients' best interests.
Founded by John Leonard, a financial expert with over 30 years of experience, the firm has a clean record with no criminal or regulatory actions against them. They also have no reported disclosure events, and none of their owners or executives have been involved in any legal or regulatory issues.
Overall, LEONARD WEALTH MANAGEMENT, LLC is a reputable and highly respected firm that prioritizes transparency, education, and client success. They offer a wide range of financial services, continuously monitor and adjust strategies, and are committed to creating long-term relationships with their clients.