About us

Leonard Investment provides financial consulting, project management and accounting services. We've became a trusted corporate advisor to a wide range of domestic and international companies, which have come to rely on our expertise and dedication to quality. We partner with our clients and become a "go to" resource that corporate finance leaders can rely on when they need outside assistance.

Our focus is to provide clients with highly experienced professionals, who work hands-on, to solve any problem. Our expertise and hands-on approach is, what our clients have come to expect and deserve when working with us. We bring this level of expertise to our clients in a cost effective manner when compared with other firms, emphasizing efficiency and a results-oriented focus.

At Leonard, we know you must have confidence in our ability, to advise you about your finances. We also understand the importance of feeling comfortable with the members of our firm. We will arrange an initial meeting with a potential client, at no cost or obligation, to gather financial information and discuss client needs and goals. Following the meeting, Leonard Investment sends an engagement letter outlining the financial planning services that will be provided and the associated planning service fee. Once the client agrees with the engagement letter, the planning process begins.

Still have questions? Contact us now for a no-cost consultation and find out how Leonard can optimize and transform your financial operations.