JJ
Jim Johnson
"Working 47 years and saving my whole life and seeing the whole world — finding the person I was to put my whole life savings into was daunting. After face calls and background check, Mr. Leon Financial Services has my thanks."
Leon Financial Services
Retire with Confidence.
Personal Guidance. Institutional Strength.
We help individuals and families navigate the most important financial decisions before and throughout retirement — with in-person and secure virtual meetings nationwide.
Independent advice Fiduciary mindset Backed by LPL Financial
About Leon Financial
A trusted partner for life's most important financial decisions.
Whether you're preparing to retire, already retired, or simply looking for a trusted financial professional, our goal is to help you make informed decisions with confidence. We believe financial guidance should be personal — when you work with us, you'll have direct access to your advisor and a team committed to understanding your goals, concerns, and priorities.
Through our relationship with LPL Financial, you'll benefit from the resources, technology, research, and support of one of the nation's leading independent broker-dealers. Because retirement is about more than investments — it's about protecting what you've worked a lifetime to build.
Learn more about us
Why Leon Financial
An experience built around you.
Personal Relationships
Direct access to your advisor — never a call center. We listen first and design strategies around your life.
Institutional Strength
Backed by LPL Financial, one of the nation's largest independent broker-dealers, for research, technology, and security.
Clear, Honest Guidance
Plain-English explanations, transparent recommendations, and a long-term plan you'll actually understand.
What We Do
Comprehensive financial services
Retirement Planning
Income strategies, Social Security timing, and withdrawal plans designed for your goals.
Investment Management
Diversified, risk-aware portfolios aligned with your time horizon and objectives.
Estate Planning
Coordinated strategies to transfer wealth efficiently and according to your wishes.
Insurance Solutions
Life, long-term care, and annuities to protect what matters most.
Tax-Aware Strategies
Planning to help reduce the lifetime impact of taxes on your wealth.
Business & Lifestyle
Guidance for business owners, professionals, and lifestyle-stage transitions.
Our Process
Straightforward. Personal. Built around you.
- 01
Discover
We listen to your goals, concerns, and what a successful retirement looks like to you.
- 02
Design
We build a tailored plan covering income, investments, taxes, insurance, and estate.
- 03
Implement
We coordinate the moving pieces with the resources of LPL Financial behind us.
- 04
Review
We meet regularly to keep your plan aligned with your life as it evolves.
Client Stories
What clients are saying on Google
4.8 · Verified Google reviews
ME
Mike Evans
"I was referred to Leonardo by a close friend. From the very first Zoom call, Leo established trust, credibility, and a genuine personal connection despite the distance. He took the time to listen, understand my goals, and develop a customized retirement plan that truly fits me and my family. Leo feels like a partner, not a salesperson — someone who genuinely cares about my financial future."
BL
Brian Lemmel
"We've been working with Leonardo at Leon Financial Services for over four years, and the experience has been outstanding. As educators, we value clarity and transparency, and Leo has delivered both as a true fiduciary advisor. Our investment performance has consistently beaten the market, and for the first time we feel we have a real plan in place."
JL
Jenny Lemmel
"As a teacher, trust and communication are incredibly important to me, and Leo has exceeded our expectations. All of our meetings are done over Zoom, and they feel just as personal and thorough as in-person visits. Our finances went from earning virtually nothing to being part of a well-structured plan with strong returns that have outperformed the market."
AH
Antonio Herrera
"Our family has worked with Leo at Leon Financial Services for close to 15 years. His guidance has been steady, thoughtful, and always in our best interest. Even living out of state now, we feel fully supported and confident in our financial plan. We honestly see Leo as part of our family."
SE
Susan Enkelmann
"We have known Leo for over 15 years. His dedication to our financial future is the reason we feel secure. He has guided us through retirement planning, income strategies, and sound tax decisions. His honesty and clarity have kept us moving in the right direction. I highly recommend Leon Financial Services if you are looking for a trustworthy advisor."
JJ
Jim Johnson
"Working 47 years and saving my whole life and seeing the whole world — finding the person I was to put my whole life savings into was daunting. After face calls and background check, Mr. Leon Financial Services has my thanks."
ME
Mike Evans
"I was referred to Leonardo by a close friend. From the very first Zoom call, Leo established trust, credibility, and a genuine personal connection despite the distance. He took the time to listen, understand my goals, and develop a customized retirement plan that truly fits me and my family. Leo feels like a partner, not a salesperson — someone who genuinely cares about my financial future."
BL
Brian Lemmel
"We've been working with Leonardo at Leon Financial Services for over four years, and the experience has been outstanding. As educators, we value clarity and transparency, and Leo has delivered both as a true fiduciary advisor. Our investment performance has consistently beaten the market, and for the first time we feel we have a real plan in place."
JL
Jenny Lemmel
"As a teacher, trust and communication are incredibly important to me, and Leo has exceeded our expectations. All of our meetings are done over Zoom, and they feel just as personal and thorough as in-person visits. Our finances went from earning virtually nothing to being part of a well-structured plan with strong returns that have outperformed the market."
AH
Antonio Herrera
"Our family has worked with Leo at Leon Financial Services for close to 15 years. His guidance has been steady, thoughtful, and always in our best interest. Even living out of state now, we feel fully supported and confident in our financial plan. We honestly see Leo as part of our family."
SE
Susan Enkelmann
"We have known Leo for over 15 years. His dedication to our financial future is the reason we feel secure. He has guided us through retirement planning, income strategies, and sound tax decisions. His honesty and clarity have kept us moving in the right direction. I highly recommend Leon Financial Services if you are looking for a trustworthy advisor."
Ready for a confident next chapter?
Schedule a complimentary, no-obligation conversation with Leon Financial Services.