Founded in 2005 by Paul A. Leveroni, Leveroni Financial Management Corp. is a Registered Investment Adviser (RIA) based in Andover, Massachusetts. The firm operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. It provides comprehensive and personalized financial services, including wealth management, investment management, retirement planning, and estate planning, primarily for individuals, families, and trusts. The company emphasizes a disciplined, long-term investment philosophy and tailored financial strategies.

Founded in

United States