AN ADVISOR YOU CAN TRUST

Leverage Financial Advisory is a firm created to help families and individuals live a low-stress financial life.  Our goal is to align every part of your financial world so you can focus less on money and more on living well. 

We believe you shouldn't have to choose between low cost and active management. Our strategy merges the best of both worlds: We utilize low-cost index funds to keep your expense ratios minimal and maintain broad diversification, and we layer on Momentum and Relative Strength Analysis to systematically identify and position your portfolio to benefit from the strongest market trends, aiming to maximize returns.

As a Tactical Investment Manager, we don't just set it and forget it. We make disciplined, data-driven changes to your portfolio as our outlook for market conditions evolves over time. This approach aims to provide better risk-adjusted returns compared to purely passive strategies.

Our investment process is simple, consistent, and repeatable, making it easy for you to understand and track your progress. Our strategy is also highly versatile, applicable across all major account types, including: Taxable Brokerage Accounts, Individual Retirement Accounts (IRAs), Roth IRAs, 401Ks, and 403Bs.

Leverage Financial Advisory is a fiduciary investment advisory firm, which by law requires LFA to put the interests of its clients ahead of its 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.