Independent & Fiduciary Financial Advisor

Your Complete Retirement Solution With Peace of Mind

Leonard Financial Solutions is your one-stop shop for all retirement needs. As fiduciaries, we're legally bound to put your interests first while providing expert guidance in investments, tax planning, Medicare, and more. Schedule your no-cost consultation today.

Book Your Free Consultation

Secure Your Financial Future With Peace of Mind

Navigate your financial future with confidence at Leonard Financial Solutions. We craft personalized strategies to grow and protect your assets for a safe retirement. Book your free consultation today.

Book Your Free Consultation

Secure Your Financial Future With Peace of Mind

Book Your Free Consultation

Your Fiduciary Financial Advisor

Comprehensive Retirement

At Leonard Financial Solutions, we've built a complete retirement planning firm that addresses every aspect of your financial future.

We coordinate all elements of your retirement strategy, giving you the freedom to focus on enjoying the retirement you've worked so hard to achieve.

The Roth Blueprint™ Strategy

Converting $1M+ to tax-free status without depleting your savings. While traditional advisors tell you to pay conversion taxes out of pocket, our proprietary strategy uses insurance company bonuses to cover your entire tax bill—protecting your principal while eliminating the RMD tax cascade.

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Retirement Planning

Create reliable income strategies that balance growth with security using our proven Two-Bucket approach.

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Tax Planning

Minimize tax burden with in-house CPA expertise through efficient withdrawal and conversion strategies.

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Estate Planning

Protect your legacy with strategies ensuring assets transfer according to your wishes with minimal taxation.

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Social Security & RMDs

Optimize claiming strategies and navigate Required Minimum Distributions to maximize benefits.

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Wealth Management

Preserve and grow assets with disciplined investment strategies aligned with your specific goals.

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Medicare

Navigate healthcare with guidance on plans, supplements, and enrollment to secure optimal coverage.

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Jonathan Leonard is the Founder and CEO of Leonard Financial Solutions, an independent Registered Investment Advisory (RIA) firm. As a fiduciary, he is legally and ethically committed to always act in his clients’ best interests. Since launching the firm in 2017, Jonathan has built a nationally recognized retirement planning and investment management practice serving clients across the country.

Leonard Financial Solutions provides comprehensive, tax-focused retirement planning, including investment management, retirement income planning, Roth conversions, Medicare and Social Security planning, annuities, life insurance, and estate strategies. Jonathan and his team specialize in coordinating every moving part of retirement — investments, income, taxes, RMDs, and healthcare costs — into one unified strategy designed to reduce lifetime taxes, avoid unnecessary Medicare surcharges, and create predictable income.

The firm also emphasizes minimizing sequence-of-return risk through thoughtful portfolio construction and structured income strategies to help protect clients during market volatility. Leonard Financial Solutions has been featured on ABC, NBC, CBS, Fox, AP News, and Yahoo Finance, holds an A+ rating with the Better Business Bureau, and has earned more than 50 five-star Google reviews.

Partnered with Top Insurance Companies to Provide Optimal Solutions

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About Leonard Financial Solutions

Trusted Financial Services

Our Mission

At Leonard Financial Solutions, we understand the importance of financial stability as you approach and plan for retirement. Founded by Jonathan Leonard, our firm is dedicated to providing personalized financial advisory services designed to meet the unique needs of retirees and those nearing retirement.

Our experienced team prioritizes integrity and transparency, always placing our clients' best interests at the forefront to ensure their financial well-being.

Our Commitment

At Leonard Financial Solutions, our commitment is to help you achieve your financial goals and secure a prosperous future for you and your loved ones.

Whether planning for retirement, saving for education, or navigating life transitions, we provide personalized and diligent guidance throughout your financial journey.

Our Two-Bucket Strategy

A key part of our methodology is the innovative two-bucket strategy, balancing growth with security to help you confidently manage retirement's complexities.

This strategy includes a 'growth' bucket for diversifying investments and a 'protection' bucket focused on capital preservation and steady income, minimizing risks and ensuring your funds last throughout retirement.

Strategic Financial Planning

We adopt a comprehensive approach to financial planning, recognizing the unique circumstances of each client.

We engage thoroughly with your dreams, concerns, and objectives, offering tailored guidance to navigate your financial journey.

Whether you're planning for retirement, managing investments, or facing unexpected life changes, we're here to support you every step of the way.

About Leonard Financial Solutions

MOORESTOWN Financial Services

Our Mission

Our experienced team prioritizes integrity and transparency, always placing our clients' best interests at the forefront to ensure their financial well-being.

Our Commitment

At Leonard Financial Solutions, our commitment is to help you achieve your financial goals and secure a prosperous future for you and your loved ones.

Whether planning for retirement, saving for education, or navigating life transitions, we provide personalized and diligent guidance throughout your financial journey.

Our Two-Bucket Strategy

A key part of our methodology is the innovative two-bucket strategy, balancing growth with security to help you confidently manage retirement's complexities.

Strategic Financial Planning

We adopt a comprehensive approach to financial planning, recognizing the unique circumstances of each client.

We engage thoroughly with your dreams, concerns, and objectives, offering tailored guidance to navigate your financial journey.

Whether you're planning for retirement, managing investments, or facing unexpected life changes, we're here to support you every step of the way.

Client Testimonials

Read first-hand what our clients have to say about their experiences with Leonard Financial Solutions. These testimonials reflect the personal stories and successes of individuals who have trusted us with their financial futures.

Our Financial Planning Blog

Read the Latest

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Schedule a Free Consultation

Ready to take control of your financial future? Schedule a consultation with Leonard Financial Solutions today and discover how we can help you achieve your financial goals with confidence.

Book Your Free Consultation

Your Complete Retirement Solution With Peace of Mind

Secure Your Financial Future With Peace of Mind

Secure Your Financial Future With Peace of Mind