Leahy Wealth Management was founded on three core concepts:

  1. Offer inexpensive index-based ETF portfolios to individual & professional investors.
  2. Make the wealth management process more transparent, understandable, & controllable.
  3. Client interests always come first, with no sales products or commissions – ever!

All of which was born from a commitment to optimal solutions and treating people the way we’d like to be treated.

Wealth & Investment Management
We offer comprehensive fee-only wealth management for high net worth individuals – without the conflict of product sales.

Our investment management service is part of our wealth management platform, but is also offered as a standalone service to both individual & professional investors.

We only work with clients as a “fiduciary” partner required by law to place our clients interest ahead of our own.

Portfolio Management
Founded in 2002, Leahy Wealth Management was one of the first advisors in the nation to offer inexpensive index-based ETF portfolios.

Downside active risk management grounded in well-diversified ETFs is the foundation of our quantitative approach, and is ideally suited for investors with significant portfolios.

Custodial Security with Fidelity

Fidelity Investments acts as the custodian for clients of the firm. Independently contracting with Fidelity is entirely for the protection and peace of mind of the firm’s clients.

Fidelity’s role as custodian of assets also provides the firm with an elite back-office support team, as well as Fidelity’s comprehensive endline processing of client statements and tax documentation.

It is important to note that Leahy Wealth Management Group is not affiliated with, or an agent of Fidelity. As such, the firm remains fiercely independent.

Bottom line: Fidelity provides our client’s the “security” of a Wall Street heavyweight holding their assets, while we provide the “confidence” of working with a top advisor that’s not beholden to anything other than their client’s best interest.

About the Founder

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Robert Leahy is the Founder & CEO of Leahy Wealth Management Group. He is well recognized in the financial industry as an ETF investment & risk management expert. Robert is also a Certified Financial Planner™ (CFP), Accredited Estate Planner (AEP), and Chartered Financial Consultant (ChFC).

During his 26-year career Robert has managed significant assets on behalf of individuals, corporations, & municipalities, providing expertise in the areas of investment risk analysis and wealth management.

  • Forbes contributor as an ETF & alternative investment expert
  • Frequent financial media contributor on ETF investments and private wealth management topics

Robert can be reached directly here, or toll free at (866) 773-9499.

A History of Innovating

Leahy Wealth Management Group was founded in 2002, to become one of the first advisors in the nation to provide index-based ETF portfolios.

The firm was also an early adapter of embracing an independent and objective (no commission) fee only fiduciary care model. Designed to remove the inherent conflicts of interest from the advisory process, and always place the clients interests first.

An Ongoing Commitment

Leahy Wealth Management is an independent advisor and is not affiliated with an investment bank, or any other corporate entity. The firm and the advice it provides is completely independent.

Leahy Wealth Management represents only their clients and their advice is always in their clients best interest.

Strategic Alliances

On behalf of the firms clients Leahy Wealth Management Group acts as a team leader by encouraging and supporting collaboration with their client’s accountants, attorneys, and business managers to better assure a cohesive financial life plan.

For those clients in need of additional service providers the firm is happy to refer qualified professionals. These independent alliances with attorneys, accountants, and others provide clients with further access to areas, such as:

Estate Plan Administration

  • Wills, Trusts, GRATs
  • Family Foundations
  • Family Partnerships

Tax Planning

  • Personal Tax Return Preparation
  • Tax and Projection Analysis
  • Not-For-Profit and Business Returns

Business and Property Related Services

  • Business Retirement Plan Administration
  • P & L Analysis, Valuations, and Succession Planning
  • Property Management

Please note, there is no revenue sharing or compensation provided to Leahy Wealth Management Group for referrals of any kind. Referred professionals are only provided for client consideration, we’re happy to work with whomever our clients prefer.