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 investors shouldn’t have to choose between low-cost investing and a disciplined portfolio management process. Our approach combines diversified, low-cost index funds and individual stocks with a systematic Momentum and Relative Strength framework designed to identify areas of the market demonstrating strong relative performance. This process seeks to participate in prevailing market trends while managing cost efficiency.

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 operates as a fee-only fiduciary. This means our only source of compensation comes directly from the fees paid by our clients, and we never receive commissions, trailing fees, or incentives for recommending specific products or services. This independent structure aligns our goals with yours, allowing us to provide objective advice and recommend strategies designed to serve your absolute best interests.

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.

Important Investment Disclosures

As with any investment strategy, there is no guarantee that objectives will be achieved, diversification will eliminate risk, or that losses will be avoided. Incorporating individual stocks introduces company-specific risks that may increase portfolio volatility. Momentum investing and Relative Strength Analysis involve systematic frameworks that may result in underperforming the broader market during volatile, choppy, or rapidly reversing market environments. Active asset allocation changes may also increase portfolio turnover, transaction costs, and potential tax liabilities.