Leonard Financial Group is a Registered Investment Advisor firm based in Melbourne, FL, providing fiduciary financial planning services for clients in east and central Florida. Led by Jeff Leonard, a Certified Financial Planner and Managing Principal, the team is committed to acting in the best interest of their clients at all times, offering personalized financial plans tailored to each individual's unique needs and goals.
With a focus on smart planning and forward thinking, Leonard Financial Group helps clients define their financial needs, goals, and dreams, offering services such as wealth management, investment choices, risk assessment, accumulation and income strategies, and wealth protection strategies to ensure efficient estate transfer. Committed to the highest standard of service, the experienced professionals at Leonard Financial Group are dedicated to helping clients plan for financial success.
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