At Leading Edge Advisors, LLC, we take your financial planning seriously. We look at your family household as a business and it needs to be run like one to be financially successful. Our team can help you make informed financial choices while monitoring your progress towards your goals and revise your plan as needed.
We pride ourselves on our attention to detail and the individual care we provide to each client. Our unique approach enables us to help you clarify your goals and identify the strategies that will help you achieve them and keep you accountable to your plan. We believe in enriching the communities where we live, work, and play.
We pride ourselves on our attention to detail and the individual care we provide to each client. Our unique approach enables us to help you clarify your goals and identify the strategies that will help you achieve them and keep you accountable to your plan. We believe in enriching the communities where we live, work, and play.
Services
You've grown successful by focusing on what you do well, be it analytical talents, an eye for savvy business ventures, or determination that can't be beat. Understanding those natural advantages (and realizing limitations) can often turn an "almost had it" misadventure into a runaway success. We acknowledge and celebrate the traits that make our firm - and the advisors within - a unique, premier financial services team.
We pride ourselves on our attention to detail and the individual care we provide to each client. In fact, we strive to treat your financial situation like we would a business - minimizing expenses and focusing on revenue growth. Our approach can be though of as "You, Inc.," a business that enables us to help you clarify your goals and identify the strategies that will help you achieve them.
We are an independent financial services firm focused on the needs of families and businesses in the Annapolis, Baltimore, and Washington, DC regions. Through our experiences, we felt that most financial advisors and firms held their own agendas and interests first, and we wanted to be different. At Leading Edge, we look at your family household as a business and it needs to be run like one to be financially successful.
At Leading Edge, we enrich the communities where we live, work, and play. We bring together our experience, knowledge, resources, and integrity to help improve the lives of those in our communities. Through the combination of our firm initiatives and locally-driven programs, we provide the opportunity to help each other thrive.
LEWA is proud to announce the launch of the Financial Personalities Assessment, a new financial planning tool that builds on the qualitative data and allows for better, more meaningful conversations resulting in long term financial growth. This assessment will allow us to discover your financial personality and determine a plan that is right for you.
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