Founded in 1996, Leonard Wealth Management was established with the purpose of providing an all-inclusive wealth management firm. We focus on combining the major disciplines of planning and investments in a fiduciary, fee-only environment.

Our standard of excellence was recognized in 2001, with
Leonard Wealth Management ranked 43rd in the nation by Bloomberg Wealth Manager's 2001 survey of top wealth management firms. We were the only firm located in Southern California to be in the top 50.