In 1959, John J. Leveroni began serving the financial and investment needs of individuals, families and business owners seeking personalized planning and investment strategies. Then in 1976, on the prescient advice of their father, Timothy and Daniel founded Leveroni Financial Management, an independent financial services firm.  That same year John J. and JoAnne C.R. Leveroni joined the family practice and with their addition enabled Leveroni Financial Management to serve a greater number of clients seeking to align their financial goals with their life goals in an environment that focused on placing clients’ interests first.

Today, our 9 member team includes experienced financial advisors and CERTIFIED FINANCIAL PLANNER™ professionals who offer clients more than 165 years of collective financial planning experience. We feel that the experience and perspective we have gained across our multiple generational involvements in this profession can provide our clients with a greater understanding and comfort level when it comes to their own financial needs and goals, and those transcending their families’ generations.

We continue to devote much time and energy to continued education in the latest changes in tax laws, economic and investment trends, eldercare issues and geopolitical developments.  This helps us to ensure our clients receive the most useful, timely advice not only from us, but from the other professionals our clients rely on, such as their lawyer and CPA that we work with to coordinate your planning.