Home :: Site Map :: Feedback   
Telephone: (301) 990-9290 | Toll Free: (866) 773-9499
 
 
Leahy Wealth Management Founder
Robert Patrick Leahy
CFP ®, AEP, ChFC
Certified Financial Planner ®
Accredited Estate Planner
Chartered Financial Consultant
 
 
 
 
Contact Robert Leahy
at 301-990-9290
for a copy
 
 
Your financial goals and dreams are our highest priority.

Since 1989, the founder of Leahy Wealth Management has assisted successful professionals, entrepreneurs, and retirees in making decisions that go beyond the balance sheet, and encompass the hopes and dreams of his clients. The investment philosophy of the firm is time tested and emulates the style and discipline of such luminaries as Warren Buffet, Sir John Templeton, and Benjamin Graham.

The financial professionals at Leahy Wealth Management embrace the value approach to selecting investment and allocation models. This approach to investing helps keeps the firm focused on the tenants of sound research and proper risk analysis.

Robert Leahy the founder and President of Leahy Wealth Management is recognized by:

*Listed as One of the Best Financial Advisors in the United States

by The Best of The U.S.

***Listed As A 5 star Financial Advisors At Paladin Registry

by The Paladin Registry

* The Best of US. lists the top 2% to 3% service providers in multiple areas including financial services. They claim to have evaluated over 3 million professionals which resulted in 65,000 listings. The listing is based on the review of professional credentials, years in service, affiliation with professional organizations, and community service. Mr. Leahy has been listed since 2006. Mr. Leahy submitted information to The Best of US to determine qualifications to be listed. Ratings are based on nominations by peers or clients.


** The "Consumers Research Council" awards the listing based on years in service, and professional designations. In addition to financial planners, they list top service providers in several other professions. Mr. Leahy has been listed since 2005. Top financial planners is based on a system which assigns a point value for categories of experience, training, professional associations, and financial certifications. Since this is a subjective call there is no study that is 100% accurate.


*** Paladin Registry lists advisors based on credentials, years in service, clean compliance history, and an evaluation of the type of services they provide. All advisors in the registry must agree to be fiduciaries representing their clients’ interests above their own in all areas of financial council. Mr. Leahy met their requirements to be listed as a 5 star advisor (their top listing). Robert Leahy has been listed since 2005. Advisors have voluntarily disclosed information about their credentials, ethics, and business practices. The ratings are based solely on information that is provided by the advisors and Paladin does not verify the completeness. A Five star rating is not intended to: represent or imply that advisors with this quality rating will produce better results than advisors that do not hold this rating; guarantee future results; or imply that advisors with this rating are ethical and do not provide misleading information.

 
Leahy Wealth Management Group, Inc.
Telephone: (866) 773-9499

Securities and advisory services offered through LPL Financial "Member FINRA/SIPC"
Serving: DC, Northern Virginia, Bethesda, Chevy Chase, Potomac, Rockville, and Montgomery County.

The LPL Financial registered representative associated with this site may only discuss and / or transact securities business with residents of the following states and the District of Columbia: CA, DC, FL, MA, MD, NC, NY, PA, SC, VA.
 




Market Snapshot

minimum 20 minutes delay  Terms


Contact Information

Leahy Wealth Management Group, Inc.
Toll Free: (866) 773-9499
In MD: (301) 990-9290
Fax
: (301) 519-2921
© 2006 Leahy Wealth Management Group, Inc.. - All Rights Reserved.
Home  |  Site Map  |  Contact Us