CEO and Co-Founder

Louis W. Leskosky

Louis specializes in asset management and accumulation, retirement income and distribution planning, and estate and generational wealth planning.

Experience & Activities

Louis has worked in the financial services industry for over 15 years, beginning as a securities analyst. Louis specializes in asset management and accumulation, retirement income and distribution planning, and estate and generational wealth planning.

The objective of a financial planning process is to grow, preserve, protect, and distribute clients’ assets in accordance with their goals and objectives. Louis strives to understand his clients’ financial goals, instill confidence, and ensure clients are comfortable with their financial plan and portfolio.

Louis graduated magna cum laude from Drexel University in 1998 with a bachelor’s degree in finance and economics. He has since obtained FINRA Series 7 and 66 licenses as well as numerous insurance licenses and is currently working to become a Certified Financial Planner™ professional. He is a member of the Financial Planning Association®.

Louis resides in Gardners, Pennsylvania, with his wife Laura. They have one son, also named Louis, and a daughter, Julia. He is an active member of his church and has served as a mentor to teenagers through community-based mission trips. His passions include coaching youth baseball and golfing.