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Advantages of Independence

Discover Why our Independence Is Your Advantage

As independent wealth advisors, we focus solely on serving your needs and acting in your best interest. This can provide you with the confidence you seek to pursue financial confidence on your terms.

  • We have no obligations to investment or insurance product manufacturers.
  • We have no cross-sell quotas or home-office directives.
  • We spend our time developing customized strategies for the unique challenges you face.

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide personalized financial guidance to their clients. LPL Financial has no proprietary products.

* As reported by Financial Planning magazine, June 1996–2022, based on total revenue.

Get Started With Leveroni Financial Management

Our first priority is helping you take care of yourself and your family. Contact us today to learn how we can help you pursue your financial goals. 

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