A Tradition

Of Putting People First

Since our founding in 1982, most of our clients have been recommended by other clients. We have been told that “people at Leonetti treat every client as though he or she was their only client.”

Michael Leonetti co-founded and served as the third president of the National Association of Personal Financial Advisors (NAPFA). He was a pioneer in the fee-only movement, in which financial planners began serving clients for a set fee rather than earning commission payments on the products they sold.

Our company is a leader in the comprehensive financial planning field. We created the Secure Future Solution, a three-step process designed to develop comprehensive financial plans that integrate your personal and financial goals to fulfill your personal vision.

Our company provides investment management and financial planning services to individuals, families, professionals, and business owners across the country. We help them secure their financial future by matching advice and services to individual goals and circumstances.

We have grown to include 15 employees, including 4 Certified Financial Planners and 2 Paraplanners.