Leverage Financial Advisory is a firm created to help families and individuals live a low-stress financial life. Today's technology has made investing in the stock market both easily accessible and inexpensive, but if you've never opened a brokerage account or an IRA on your own, you don't know where to start or who to trust. Leverage solves that problem. We set up all of your accounts, manage your investments, and work with you to create a comprehensive financial plan.
Leverage Financial Advisory is a fee-only fiduciary investment advisory firm, which by law requires LFA to put the interests of its clients ahead of their own.
Brian Bond, CFP®, CMT
Founder, Financial Advisor & Portfolio Manager
Brian is a Certified Financial Planner® (CFP®) professional and a Chartered Market Technician (CMT). He has an MBA with a Concentration in Finance from Boston University, where he was also an Adjunct Professor of Finance & Accounting.
Outside of work, you can typically find Brian on the playground with his two daughters, playing hockey, snowboarding, or up in New Hampshire with his family on Lake Winnipesaukee.
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