About Leonard Financial Group
Leonard Financial Group is a Financial Services company based in Melbourne (United States) founded in 2009 by Jeffrey M Leonard. It offers fiduciary financial planning, wealth management, and investment advisory services. It operates on a B2C model. Leonard Financial Group offers products and services including Financial Planning, Wealth Management, and Wealth Protection. Its focus areas include FinTech, Investment Tech, Wealth Management and Fiduciary Planning. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Leonard Financial Group is a registered investment advisor firm based in Melbourne, Florida, specializing in fiduciary financial planning. They provide fee-based services focused on retirement, wealth management, and protection strategies, emphasizing personalized plans for clients unique needs and goals. The team helps with investment choices, risk management, and efficient estate transfer to ensure financial success.
- Headquarters Melbourne, United States
- Founders Jeffrey M Leonard
- SectorsFinancial Services
- Email••••••••
- Website leonardfinancialgroup.com
- Social LinkedIn
Products & Services of Leonard Financial Group
Leonard Financial Group offers a comprehensive portfolio of products and services, including Financial Planning, Wealth Management, and Wealth Protection.
Tailored services for retirement and education planning needs
Strategies for investment accumulation and risk management
Protection strategies to reduce taxes and ensure estate transfer
People of Leonard Financial Group
1 people are tracked at Leonard Financial Group (1 in leadership).
| Name | Role | Group |
|---|---|---|
Jeffrey M Leonard | Founder | Leadership |
Complete people profiles for Leonard Financial Group
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- Full employee list
- Team structure
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Competitors of Leonard Financial Group
Leonard Financial Group has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Leonard Financial Group
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- Full competitor set
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Leonard Financial Group (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Leonard Financial Group
Leonard Financial Group was founded in 2009.
Leonard Financial Group is headquartered in Melbourne, United States. It is registered at Melbourne, Florida, United States.
Leonard Financial Group is a registered investment advisor firm based in Melbourne, Florida, specializing in fiduciary financial planning. They provide fee-based services focused on retirement, wealth management, and protection strategies, emphasizing personalized plans for clients unique needs and goals. The team helps with investment choices, risk management, and efficient estate transfer to ensure financial success.
Leonard Financial Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Leonard Financial Group offers Financial Planning, Wealth Management, and Wealth Protection.