Leslie Marie Giordano

The firm provides discretionary investment management and financial planning for individuals, families, small businesses, and charitable organizations, and also offers retirement plan consulting and services for traditional pension and profit-sharing plans. Services include portfolio management across equities, fixed income, and balanced accounts, referrals to third-party money managers, and written financial plans.

The firm tailors advice to each client with asset allocation as the primary driver, using both fundamental and technical analysis and generally holding securities for the long term while conducting quarterly reviews. Fixed-income management emphasizes higher-quality bonds, and the firm may implement solutions through third-party managers and fee-based variable annuities, with ongoing due diligence and monitoring.

Noteworthy aspects disclosed in the brochure include the adviser’s role as a licensed insurance producer and a 60% ownership interest in an insurance agency, and receipt of platform-related service fees for certain commission‑free variable annuities—arrangements the firm identifies and discloses as potential conflicts of interest. The firm also advises employer-sponsored retirement plans and manages approximately $62.6 million in discretionary client assets, a mix of individual and plan relationships that is less common among solo independent advisers.