Financial advice and solutions. As unique as you are.

Leber-Andesa Advisors for Small Businesses.

As a small business, we understand the unique challenges that you face and the need to maximize the return on your hard-earned revenue. Today’s challenging economic climate requires solid financial planning, expertise and ongoing management of your financial resources. We can help.

Your long-term goals are often directly linked to the success of your business. Therefore, your personal and business plans must be integrated so that they are working together. Our unique insight and experience allow us to develop strategies to help you meet both your personal and business goals.

We use a personalized, highly-customized approach to design and implement a financial plan and monitor a portfolio specific to your small business. Our recommendations are always based on our extensive knowledge of today’s investment options and our understanding of your unique situation, goals, and needs. As with our other services, our fee-based approach ensures our objectivity in constructing and maintaining a successful portfolio.

Unlike other advisors, we are not tied to any one financial product or provider, allowing for creative solutions that are as unique as you and your business.

By dovetailing your personal and business needs and goals, we create an effective financial game plan that gives you the time to focus on your business.

Contact us to learn how we can help.