Leverage Planners, LLC is a Scottsdale, Arizona-based independent, fee-only financial planning and investment management firm. The company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services are designed to be comprehensive, integrating investment management with financial planning areas such as retirement, tax strategies, and estate planning. The firm emphasizes building long-term relationships with clients to help them navigate complex financial decisions and achieve their long-term goals.

Founded in

United States