A complete list of active advisors currently associated with Forrest Michael Leichtberg

Warmer can help you find a great advisor at Forrest Michael Leichtberg or one who fits your needs even better.

Forrest Michael Leichtberg is a California-registered, sole-proprietor investment adviser that provides financial planning and non‑discretionary investment advisory services to institutional clients — including nonprofits, foundations, and small businesses — as well as to individuals. The firm filed its initial Form ADV in early 2026 and reported no client assets under management at the time of the filing. The firm follows a long-term, goals-based investment philosophy that is primarily passive and diversified, emphasizing strategic asset allocation, ETFs and mutual funds, dollar‑cost averaging, and periodic rebalancing. All portfolio advice and recommendations are provided on a non‑discretionary basis, with clients retaining final decision authority over transactions. Distinctive aspects of the firm include several uncommon service and pricing options for its peer group: it offers subscription-style ongoing planning support, hourly planning engagements and one‑time plans, and provides educational seminars and workshops at no charge. The principal’s background and ongoing senior leadership roles in nonprofit organizations — and the disclosure that a substantial portion of professional time is devoted to those activities — are also notable characteristics relative to typical investment manager firms.

To learn more about the advisors currently working at Forrest Michael Leichtberg, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.