About Us
Delivering leading edge advice focused on helping clients.
We deliver leading edge advice focused on helping clients arrive at their personal financial destination.
Leading Edge Financial Planning is a fee-only, fiduciary advisory firm focused on helping clients achieve their long-term financial goals. We believe the best way to do so is by fostering authentic relationships built on a foundation of trust.
We take the time to get to know you, your current situation, your hopes and dreams for the future, and any challenges you may face on your journey toward financial freedom. We use this knowledge to build a customized financial plan specifically designed to help you achieve your ideal lifestyle, both while you’re working and during retirement.
Our team includes experienced professionals dedicated to helping you achieve your version of success, including commercial pilots, a CPA and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals.
Put simply, we serve as your partner in achieving your version of financial success.
Meet The Team
Our Core Values
At Leading Edge Financial Planning, we believe in a better approach to objective financial advice. Using a fee-only, no-commission business model focused specifically on meeting your goals, we provide unbiased fiduciary advice that is at all times in your best interest.
Authenticity
We bring our whole selves, act with integrity, and let our genuine care show in every client interaction.
Service
We put others first, serving teammates and clients alike with humility and a servant’s heart.
Humility
We recognize our strengths and limitations, always seeking to learn so we can better support each other and those we serve.
Abundance
We choose optimism and gratitude, sharing generously with our clients and one another.
Excellence
We hold ourselves to the highest standards in every detail, striving for expertise so clients receive our very best.
