Leone & Company
Prosperity with Purpose
Trust, Transparency, And The Highest Standard of Service
At Leone & Company Wealth Management, we offer tailored wealth management services designed to meet your specific needs and aspirations. Whether you’re planning for retirement or seeking to grow your wealth, we are here to provide expert guidance and advice.
Founded in 1980 by Guy and Jill Leone, G. Leone CPA began as a humble operation that started in a laundry room with just a table and telephone. With a deep commitment to personalized service and passion for helping others achieve their goals, the company quickly grew. Guy Leone became a trusted name for both tax services and wealth management within the community.
Today, as the third generation to lead our family business, we honor our roots while embracing our future as we are proud to introduce, Leone & Company Wealth Management. A full service, wealth management firm, with a history that is built on integrity, hard work and an unwavering dedication to our clients. From the beginning, we’ve believed that every financial journey is unique and we make it our goal to guide you every step of the way.
As we continue our legacy, we remain committed to the values that have sustained our family’s business for over four decades; trust, transparency and the highest standard of service. We look forward to helping you build and protect your wealth for generations to come.
David Leone, CFP®, CIMA®
With over a decade of experience in the financial services industry, David is passionate about helping clients navigate their financial futures with confidence. As a CERTIFIED FINANCIAL PLANNER® practitioner, he brings a wealth of knowledge and a unique perspective shaped by his diverse career path.
Before becoming a Wealth Advisor, David spent years as a successful wholesaler, consulting and training thousands of advisors nationwide. This experience gave him invaluable insight into what truly works in financial planning and how to deliver exceptional client outcomes. He has also shared his expertise through numerous public speaking engagements, helping educate both advisors and individuals on key financial strategies.
David’s approach to financial planning is driven by a commitment to building long-term relationships based on trust, transparency, and a deep understanding of each client’s unique situation. Whether it’s retirement planning, investment management, or comprehensive financial advice, he is dedicated to providing the highest level of personalized service, drawing on both his technical expertise and his real-world experience working alongside advisors nationwide.
Outside of the office, family remains at the heart of everything for David. He cherishes his roles as a husband and father, and finds that the same values that guide his family life, integrity, dedication, and genuine care, are the foundation of how he serves his clients.
Lisa Leone
Lisa is the Client Service Director at Leone and Company Wealth Management. With a distinguished career as an educator and a deep-rooted passion for public service, Lisa brings exceptional communication and organizational skills to the firm, ensuring that clients receive top-tier service and personalized attention. Her experience in teaching has honed her ability to simplify complex information and build strong relationships, making her an invaluable asset to the team’s client-centered approach.
Lisa’s passion for helping others is rooted in her family’s background in firefighting, where she witnessed firsthand the importance of service, sacrifice, and dedication to community. These values have shaped who she is today, and she brings that same commitment to serving our clients every day, treating each relationship with the care and attention it deserves.
Outside of the office, Lisa’s most important role is as a mom, where the same qualities that make her exceptional at work, her patience, dedication, and genuine care for others, shine through in everything she does for her family.
Our Team
In addition to our internal team, Leone & Company relies on the Forefront Advisor Network (FAN) team to efficiently and effectively serve our clients.
Certifications That Matter
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
