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.Our Team