Building Long-Term Relationships Based on Trust, Exceptional Service and Sound Investment Strategies
Leonard & Martens, LLC, is an independent firm. Our advisors are dedicated to helping our clients manage wealth, plan for retirement and preserve their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company. Securities are offered through Raymond James Financial Services, Inc. (RJFS).
Utilizing the custodial services of RJFS, we have complete freedom to offer unbiased financial planning, investment advice and portfolio development. Unlike advisors at many major brokerage firms, Mr. Leonard and Mr. Martens are licensed CPAs and Registered Investment Advisor Representatives and therefore operate in a fiduciary capacity. Placing the interests of our clients first is our number one priority and, as a fiduciary, it is a requirement.
Our advisors operate primarily on a fee-basis, and are not tied to or encouraged to sell any specific financial products for commissions. This approach helps to ensure that you receive objective advice that fits your particular needs and situation, not a hidden agenda. It also means that we are here for you, ready to offer ongoing financial expertise whenever you need it, whether or not you are ready to invest.
On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please bookmark www.LeonardandMartens.com and visit the site often, as our content is constantly changing.
For help with your financial management, or for more information on Leonard & Martens, LLC, please contact us today.
Please note that clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.