Leonard Rickey Investment

At Leonard Rickey Investment Advisors, PLLC, we're dedicated to helping individuals and families achieve financial freedom and security. Our team of experienced financial advisors takes a personalized approach to wealth management, providing comprehensive planning and investment strategies tailored to each client's unique needs and goals.

Our Philosophy

Our philosophy is simple: people make better investment decisions once they understand how their money is going to work for them. We don't want to tell you what to do with your money - we want to give you all your options and let you decide what's best for your future. We believe in providing transparent, ethical, and responsible financial guidance that puts our clients' interests first.

Our Services

We offer a range of financial services designed to help you achieve your goals, including:

• Comprehensive Financial Planning: We'll work with you to create a customized plan that addresses your financial goals, risk tolerance, and investment objectives.
• Retirement Planning: Our experts will help you develop a retirement strategy that ensures you have a comfortable income stream and a secure financial future.
• Education Planning: We'll assist you in planning for your children's education expenses, including college savings and financial aid strategies.
• Home & Large Purchase Planning: Our team will help you prepare for major purchases, such as buying a home or funding a business venture.
• Investment Management: We'll manage your investments, providing ongoing guidance and portfolio rebalancing to ensure your investments remain aligned with your goals.
• Wealth Management: Our comprehensive wealth management services include investment management, financial planning, and estate planning.

Why Choose Us

We're a family-owned and operated business, and we're committed to providing a personalized level of service that's unmatched by larger financial institutions. Our team is dedicated to helping you achieve financial freedom, and we're passionate about providing ethical, responsible, and transparent financial guidance.