About Leon

Leon M. Grove founded our company after serving in the military and teaching finance at the college level. His unique background gives him a disciplined, strategic approach to financial planning, combined with the teaching skills to explain complex topics in ways that make sense. During his military service, Leon developed expertise in financial management by overseeing pay structures, entitlements, and benefits for service members. This experience taught him the importance of precision and attention to detail when it comes to people’s financial security. The military’s emphasis on mission accomplishment and taking care of people became core values that Leon carries into his work with clients today. As a college professor, Leon educated thousands of students on finance fundamentals, portfolio management, and debt strategies. This teaching experience refined his ability to break down complicated financial concepts into understandable, actionable advice.