Leonard has over 15 years of experience in fee-only, fiduciary financial services. He obtained a Master's in Financial Planning from the College for Financial Planning. Prior to founding Yahara, Leonard spent 7 years advising affluent clients with the wealth management affiliate of a public accounting firm. This experience gave Leonard a deep expertise in tax planning in addition to financial planning and investment management.
Leonard founded Yahara Wealth Management LLC in 2013 to provide fee-only, comprehensive and personalized counsel to successful individuals and organizations who seek a trusted advisor on all aspects of their financial lives.
"I am committed to growing intentionally and carefully, at a pace that supports the close relationships and high-touch service that our clients enjoy. It would be an honor to work with you."Leonard lives on the north side of Madison with his wife and two young sons. Leonard enjoys running and bicycling, and is frequently spotted cheering on the Madison Mallards, our local summer collegiate baseball team.
Phone: (608) 467-1004
Andrew graduated from the University of Wisconsin-Madison in May of 2018, where he majored in Finance and Risk Management and Insurance. Andrew passed the CERTIFIED FINANCIAL PLANNER™ examination in July of 2017, and will obtain the credentials after he has fulfilled the necessary experience requirement. Andrew was an Academic All-American on the wrestling team at Wisconsin, and stays involved with the program as a volunteer. Andrew lives in downtown Madison. When not working, Andrew enjoys traveling, hiking, and golfing.
Phone: (608) 467-4567