About Us

Leonard & Martens, LLC, is an independent team. Securities are offered through Raymond James Financial Services, Inc. Our advisors are dedicated to helping our clients manage wealth and preserve their hard-earned assets. Our team 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, we have complete freedom to offer unbiased investment advice and portfolio development. Unlike advisors at many major brokerage firms, Mr. Leonard and Mr. Martens are Investment Advisor Representatives and follow a fiduciary standard. Operating in this capacity requires that we 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.

Our services are offered 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 team and the services our professionals offer, contact us today.