Who Are These Guys?

About Us

Leonard W. Barry, MS, CFP®

Founding Partner | Wealth Advisor

Leonard has over 15 years of experience in fee-only, fiduciary financial services.

He has a BA in Classics from the University of Wisconsin-Madison and an MS in Personal Financial Planning from the College of Financial Planning.

Leonard is also a proud father of 2 great kids, fluent German speaker, and Frank’s Hot Sauce enthusiast.


(608) 467-1004

Work With Us

Learn about our process designed to help evaluate our services and make an informed decision about working together.

Andrew Crone, CFP®

Partner | Wealth Advisor

Andrew is a CERTIFIED FINANCIAL PLANNER™ (CFP), who double-majored in Finance and Risk Management at the University of Wisconsin-Madison.

As an Academic All-American, he was a critical member of the wrestling team at Wisconsin and stays involved with the program today.

Like Leonard, Andrew is a Frank’s Hot Sauce enthusiast.

He lives in downtown Madison and enjoys traveling, hiking, and golfing.


(608) 467-4567