Leverage Financial Advisory is a firm created to help ambitious families and professionals organize their financial lives, invest their savings, and reach their goals. 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. Our process is 100% electronic and we only work with a select group of clients to ensure the highest levels of customer service.
Leverage Financial Advisory is a fiduciary investment advisory firm, which by law requires Leverage advisors to put the interests of their clients ahead of their own. Leverage advisors are "Fee-Only", which means they are only compensated through their transparent advisory fees. They do not receive any commissions for the recommendations they provide.
Brian Bond, CMT
Owner, Investment Advisor
Brian is a Chartered Market Technician (CMT), has an MBA with a Concentration in Finance, and a Certificate in Financial Planning from Boston University where he is also an Adjunct Professor of Finance & Accounting. Brian has his FINRA Series 65 Investment Advisor License and 14 years of Corporate Finance experience within the luxury hotel business.
Outside of work you can typically find Brian playing hockey, snowboarding, or up in New Hampshire with his family on Lake Winnipesaukee. Brian's goal is to alleviate the stress of managing personal finances for LFA clients while helping them increase their savings, manage their debt, and invest for their future.