Leisner Wealth was founded with a mission of making the financial complexities of building wealth more straightforward. By taking the time to understand each client’s situation, we develop custom, comprehensive financial plans to help pursue the individual’s, family’s, or business’ goals. Leisner Wealth prides ourselves in educating every individual we work with, ensuring that they fully understand all products and services that are recommended to them.

The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

*As reported by Financial Planning magazine, June 1996-2023, based on total revenue.