Financial Planning For The Good Life

MAKE LIFE YOUR BEACH

Leetown Advisors
▬ wealth management + Financial Planning ▬

Wealth Management + Financial Planning

Welcome to Leetown Advisors.

We’re a fiduciary, fee-only wealth management and financial planning firm that specializes in helping fun-loving people achieve and enjoy their ideal lifestyle – without running out of money (or not enjoying their money enough).

Whether you want to retire early and travel, move to the beach, pay for your kids’ college, support a charity, or buy a boat and cruise The Great Loop, we’ll help you figure out the finances to make it happen. 

We want to help you “make life your beach.”

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▬ Building Lifelong Relationships ▬

We Build Lasting Relationships to Support Clients in Every Stage of Life

We’ll be there with you at every stage of life, no matter what life brings. We know “stuff happens” and new challenges can emerge that can impact your financial security. It might be a recession in the economy, a change in your job or business, or a new health situation. Like a long-distance boat voyage, sometimes you get thrown off course by the winds and currents and have to adjust to get back on track. Whether you need advice about investments, taxes, insurance, or estate planning, we will be there as your trusted thinking partner. You can have peace of mind knowing that you don’t have to figure everything out on your own. Go to the beach – we’ll watch the market.

Aligning Money with Values

Your financial journey should reflect your values and what truly matters to you.

Technology-Driven Convenience

Embracing technology, we make financial planning convenient and seamless.

▬ Financial indpendence is freedom ▬

Financial Independence is More Than Just Numbers

Financial independence is more than just numbers. It’s the freedom to live the life you want. We take a holistic and personalized approach to wealth management and financial planning so that our advice is tailored to your situation, needs, and goals. We’ll look at your entire financial picture, consider all aspects of your circumstances and aspirations, and then help you figure out the best ways forward to put you on the path to achieve and maintain financial independence.

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Financial Education

We believe that financial literacy is key to achieving long-term success.

Our advisors are teachers at heart. We’re passionate about providing financial education and empowering you with the knowledge needed to make informed choices. We will never tell you what to do with your money, because it’s your life. But we will educate and advise you on the pros and cons of your options so you can make wise decisions and have peace of mind about where you’re going.

Let your money work for you
▬ Our Blog Posts ▬

News & Articles

Events
Jason Slone

How to Save $50k or More on College

FREE Live College Financial Planning Webinar Parents of college-bound students: Stressed about the cost of college?Not sure how you’ll pay?Too much income to get financial

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Financial Planning
Kyle Thompson

Understanding ESPPs and Taxes

by Kyle Thompson, MBA, CEPA Employee Stock Purchase Plans (ESPPs) are a relatively common benefits program within larger corporations that employees can take advantage of,

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