About Us

Leonard & Martens, LLC, offering securities and investment advisory services through Raymond James Financial Services, Inc., is dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.

Utilizing the back office and custodial services of Raymond James Financial Services, our firm has complete freedom to offer unbiased investment advice and portfolio development.  Unlike major brokerage firms, we are Registered Investment Advisor Representatives and as such are fiduciaries.  We must, by law, place the interests of our clients first. 
 
Our independence enables us to establish working relationships with a number of industry-leading firms whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

The firm is primarily fee-based, 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 some 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. 

For more information about our firm and the services we offer, contact us today.