Leonard Advisory Group

Leonard Advisory Group Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. (CSA), an SEC Registered Investment Advisor.

We exist to provide trusted and tailored financial guidance, prioritizing our clients' best interests with integrity and transparency, empowering individuals to achieve financial security and a secure retirement. Investment Advisory Services offered through Center Street Advisors, Inc. Leonard Advisory Group and CSA are independent of CSS.

Meet Kristen and Yana—two members of our team who help make our educational events possible.Kristen helps plan all of ou...
08/18/2026

Meet Kristen and Yana—two members of our team who help make our educational events possible.

Kristen helps plan all of our upcoming events, and Yana leads our TIPS Basics workshops, helping clients learn how to use the True INTENT Planning System (TIPS) Portal with greater confidence and clarity.

We loved hosting our latest TIPS Basics workshop in the office on August 14, and we’re already looking forward to the next one!

📅 Friday, October 17
🕙 10:00 AM–12:00 PM

If you are interested in learning more about the TIPS Portal or joining us for the October workshop you can reach out to our office!

Please join us in welcoming Emily, our First Impressions Specialist, to the Leonard Advisory Group team!As our First Imp...
06/04/2026

Please join us in welcoming Emily, our First Impressions Specialist, to the Leonard Advisory Group team!

As our First Impressions Specialist, Emily helps create the welcoming and supportive experience that clients can expect from Leonard Advisory Group from the very first conversation.

When she’s not in the office, Emily enjoys spending time outdoors, whether hiking local trails or relaxing on her back porch. She’s also an animal lover and proud caretaker of two rescued guinea pigs, Lewis and Clarke.

We’re excited to have Emily on board and look forward to the positive impact she’ll make for our clients and team. Welcome, Emily!

A huge THANK YOU to everyone who joined us for our Shred Day event! Together, we collected enough donations for 21 compl...
05/18/2026

A huge THANK YOU to everyone who joined us for our Shred Day event!

Together, we collected enough donations for 21 complete bags of cleaning supplies, plus 2 bags filled with food and $126 for ❤️

Your generosity will make a meaningful impact in our community, and we’re so grateful for everyone who came out to shred, donate, and support a great cause.

Our Keystone Series continues to grow, and we’re so thankful to host these in-office conversations. Thank you to everyon...
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.

Josh and Yana recently had the opportunity to travel to Florida to attend AssetMark’s Gold Forum—an inspiring gathering ...
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.

💫We are thrilled to welcome Lexi to our team as our First Impression & Client Service Specialist! 💫This was Lexi's first...
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.

Address

720 State St
Saint Joseph, MI
49085

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

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