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About Us

We are fiduciary financial planners.
We have chosen to do business according to an ethical standard that puts our clients’ needs first.

True financial planning is a process, not the selling of a product.

We specialize in retirement and lifelong income planning, and also offer Insurance services. We begin by understanding your needs, goals and dreams. We create a working model of your current plan that includes your income sources, investments, insurance and estate planning documents. Together, we will work on your retirement plan to ensure that your needs, goals and dreams are fulfilled. We don’t want to put your finances in a cookie cutter mold, because that’s not how life works!

Your goals are our goals. 

We work for you. As a fiduciary financial planning firm, our team is legally bound to always put your needs first, using the right financial tools to meet your goals.
That’s why at Leonard Financial Group, it’s not about selling products; it’s about creating a custom plan to match your goals. Knowing what you want your money to do for you is crucial, and we we’ll help guide you toward the answer.

Here’s to achieving your needs, goals and dreams.

We're a team of caring, experienced professionals committed to putting your best interests first.

Jeffrey M. Leonard, CFP® Photo

Jeffrey M. Leonard, CFP®

Managing Principal and Certified Financial Planner
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Jeffrey M. Leonard, Managing Principal


Jeff is the founder and Managing Principal of Leonard Financial Group, a Registered Investment Advisor firm providing fiduciary financial planning services for east and central Florida.  As a fiduciary for his clients, Jeff is required to act in the best interest of his clients at all times. 

Jeff graduated from the University of Texas at Dallas with a Bachelor of Science degree in Computer Science and Math minor.  He is a Registered Financial Consultant© with the International Association of Registered Financial Consultants and an Investment Advisor Representative.  He is also a member in good standing with the National Ethics Association. 

Jeff and his wife, Julie, have been married since 1990 and are the proud parents of two children, Hope and James. Jeff is active in the community having served as coach, treasurer and president of the Space Coast United Soccer Club since 2003 and a parishioner of Ascension Catholic Church in Melbourne.  He and Julie believe in giving to the community and have happily sponsored and donated to many local charities.

Julie G. Leonard Photo

Julie G. Leonard

Principal and V.P. Operations
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Julie has more than 20 years of experience working in the life and health care industry.  Her primary responsibility is to manage the day-to-day business operation and ensure the practice is in full compliance with all laws and regulations. 

Julie’s career took her from Southern California to Boise, Idaho where she took a position with John Alden Life Insurance Company in 1986. She quickly advanced in and transferred to the home office in Miami, FL. Where she managed a staff of business experts who specialized in managed care.

Julie and Jeff Leonard have been married for over 24 years and have two children.  Her free time is devoted to volunteering with the kids’ school and soccer club.  In addition, the family is an active part of the Ascension Catholic Church.

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