Providing our clients with Quality service

As your committed financial professional, our promise to you is to provide quality service.

OUR COMMITMENT TO QUALITY SERVICE

Our advisors are dedicated to helping our clients manage wealth, plan for retirement and preserve their hard-earned assets. Our team works independently, so our loyalty belongs to our clients, not a parent company.

Utilizing the custodial services of Raymond James Financial Services, we have the freedom to offer unbiased financial planning, investment advice and portfolio development. The advisors at Leonard & Martens follow a fiduciary standard of care for our fee-based advisory clients. As such, we will place their interests ahead of our own when providing professional services.

Our independence enables us to establish working relationships with a number of industry-leading firms whose products we leverage to create customized client plans. We recommend products and services that can be tailored to suit our clients’ custom needs.

Our advisors operate primarily on a fee basis and are not tied to or encouraged to sell specific financial products for commissions. However, if deemed appropriate and in our client’s best interest, we do also provide commissioned brokerage services. The fee-based approach helps ensure that clients receive objective advice that fits their particular needs and situation, not a hidden agenda. It also means that we are here for you, ready to offer financial advice whenever you need it, whether or not you are ready to invest.

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. 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 2 as well as the client agreement.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.