Leonard Advisory Group

03/17/2026

Our Keystone Series continues to grow, and we’re so thankful to host these in-office conversations. Thank you to everyone who joined us for TIPS Basics, TIPS Plus: Budgeting, and Estate & Legacy Planning with Dave Moran.
We’re grateful to host these conversations in our office and can’t wait to see you at the next one!

03/13/2026

Supporting our community has always been part of our purpose. Josh and Yana reflect on Variety - the Children's Charity of Pittsburgh and the meaningful impact it has on children and families.
Josh was honored to receive ’s Community Inspiration Award at this year's Gold Forum.

02/18/2026

Josh and Yana recently had the opportunity to travel to Florida to attend AssetMark’s Gold Forum—an inspiring gathering of advisors centered on growth, leadership, and collaboration.

We’re proud to share that Josh was named a recipient of the Community Involvement Award. This recognition reflects something deeply rooted in the culture at Leonard Advisory Group: a commitment to serving and strengthening the communities we call home.

As part of the award, is donating $10,000 to a cause that holds special meaning for the Leonard Advisory Group team. Variety is dedicated to improving the lives of children in need by providing critical resources, and meaningful experiences, helping to empower children with disabilities to live life to the fullest.

At Leonard Advisory Group, living with intent extends beyond financial planning. It’s about impact. It’s about aligning work with values and investing in people and organizations that are creating meaningful change. We’re grateful for partners like AssetMark who share that commitment and help amplify the good we can do together.

01/30/2026

💫We are thrilled to welcome Lexi to our team as our First Impression & Client Service Specialist! 💫
This was Lexi's first week and she is already creating a warm and welcoming environment for clients, we are so happy to have her as a part of the Leonard Advisory Group Team!

01/15/2026

We had such a great time at our annual Ugly Sweater Christmas Party. We are so thankful to get to use these events to connect with our clients and raise money or collect donations for local charities.
We want to thank all of you for the donations we recieved for Christopher's Kitchen.

01/01/2026

We are incredibly grateful to our amazing clients for their generosity and heart for our community. 💚

During our annual Ugly Sweater Holiday Party, your kindness helped us gather shelf-stable food donations for Christopher's Kitchen , a local nonprofit dedicated to keeping hospital pantries stocked for families in need. These items will directly support hospitals such as Children’s Hospital of Pittsburgh and Magee Women’s Hospital, providing comfort and nourishment during some of life’s most challenging moments.

This is what community looks like—coming together, giving back, and caring for one another. Thank you for helping us make a meaningful difference this holiday season.

12/25/2025

Ugly sweaters, full hearts, and endless gratitude. 🎄💚

As we wrap up another year, our team wanted to say thank you to our incredible clients for the trust you place in us, the relationships we’ve built together, and the opportunity to be part of your journey. Your support means more to us than words can express.

We’re proud to support you, celebrate with you, and continue planning with purpose as we look ahead to the year to come. Wishing you and your families a joyful holiday season and a New Year filled with clarity, confidence, and meaningful moments.

11/27/2025

As we enter this season of reflection and gratitude, our team at Leonard Advisory Group is reminded of what matters most: purpose, connection, and the people we’re privileged to serve. This time of year encourages all of us to pause, take stock of what we’ve built, and look ahead with intention.

Whether you’re spending this season gathered with family, preparing for the year ahead, or simply taking a well-earned moment to rest, we hope you’re surrounded by peace and joy. Thank you for allowing us to walk alongside you on your financial journey — your trust truly means the world to us.

From our family to yours, we wish you a season filled with warmth, clarity, and meaningful moments. Here’s to continuing to Retire with Intent and Live with Purpose together.

11/25/2025

11/17/2025

Before the year wraps up, a few intentional tax moves could make a meaningful difference.

11/07/2025

Join Leonard Advisory Group for an exclusive webinar featuring Brian Duffy, Portfolio Specialist at Morningstar Investment Management LLC. With more than 17 years of industry experience, Brian will share timely market insights and discuss how Morningstar’s disciplined investment approach helps investors navigate change with confidence.

The webinar will be held Thursday, November 13th at 12 pm
Sign up here:
https://us02web.zoom.us/webinar/register/5017622839873/WN_WVyLaCDdQSe-5PBSaPsx1w