Leverage Financial Advisory is a firm created to help ambitious young families and professionals organize their financial lives, invest their savings, and reach their goals. Today's technology has made investing in the stock market both easily accessible and inexpensive, but if you've never opened a brokerage account or IRA on your own you don't where to start or who to trust. Leverage solves that problem. We setup all of your accounts with you, manage your investments, and work with you to create a customized financial plan. Our process is 100% electronic and we only work with a select group of clients to ensure the highest levels of customer service are maintained.
Leverage Financial Advisory is a fiduciary investment advisory firm, which by law requires Leverage advisors to put the interests of their clients ahead of their own. Leverage advisors are "Fee-Only", which means they are only compensated through their transparent advisory fees. They do not receive any commissions for recommendations they provide.
Brian M. Bond
Principal, Investment Advisor
Brian holds a Masters of Business Administration (MBA) with a Concentration in Finance and a Certificate in Financial Planning from Boston University, where he is also an Adjunct Professor of Advanced Accounting & Finance. Brian has his FINRA Series 65 Investment Advisor License and 13 years of Corporate Finance experience within the luxury hotel business. Outside of work you can typically find Brian snowboarding, golfing, or up in New Hampshire with his family on Lake Winnipesaukee. Brian's goal is to alleviate the stress of managing personal finances for LFA clients, while helping them increase their savings, eliminate their debt, and reaching their financial goals.