Financial Planning that’s simple.
Embarking on your journey to financial freedom doesn’t have to be stuffy. We are a financial advisory firm that focuses on increasing the wealth across the Black millennial diaspora through investment advisory, financial planning, and overall financial literacy. Our doors are open to everyone who shares our vision of building a more inclusive and equitable financial future.
Our Services
-
Investment Advisory
We provide personalized guidance to help you optimize your investment portfolio and financial decisions, based on you individual goals, risk tolerance, and market conditions. This service aims to enhance wealth growth and achieve long-term financial objectives.
-
Financial Planning
We offer holistic financial planning tailored to your unique circumstances encompassing cash flow management, investments, tax planning and more. This service aims to guide you in making informed decisions achieving your financial goals.
-
Corporate Retirement Plan Management
We make sure your retirement plan is managed, monitored, and analyzed properly while operating as an ERISA Fiduciary. We streamline the design, implementation and ongoing management of your plan.
-
Small Business Analyst
We replace your CFO needs with financial analysis where we bring a tactical financial discipline to help improve budgeting, planning, reporting and measuring. This service helps transform financial data into actionable business intelligence.
More about your experience with us.
At Leadwood, we're all about closing the wealth gap for Black millennials. We get the unique challenges you face and the dreams you're chasing, and we're here to help make those dreams a reality. Our methods are designed to make sense for everyone, ensuring a smooth ride as you take charge of your financial journey. With Leadwood, it's not just about dealing with money – it's about thriving with it.
Follow us on social
Contact Us
Don’t feel like calling? That’s fine. Write us a short message detailing your needs and interests working with us and we’ll get you on the calendar.