award-winning financial advisor
Invest smarter. Retire with options. Reclaim your time.
Welcome! I’m Valerie, co-founder of Grinkmeyer Leonard Financial and an experienced financial advisor that understands you. I offer investment management and financial planning and would love to help support your financial goals.
Learn more about me.
proud co-founder of
Investment Management
I love helping busy, brilliant people like you
manage your money with confidence.
Retirement Planning
My view of retirement is your view of retirement. When you retire, let’s make sure you have *options* to do what you want.
Insurance
Do you have the right policies in place? I'm happy to help you find insurance solutions to protect your loved ones.
Invest with Confidence
Sink into stories about some of my favorite people I’ve worked with.
Jim and his wife, Kate, had money to invest but didn’t have the time to do the research, build an investment portfolio, or monitor changing market conditions.
Chris had accumulated cash and investment assets yet he wanted to do more to save intentionally for retirement, fund other short-term goals, and minimize his income tax liability. He had an idea what he should be doing but, again, he didn’t have the time to strategically plan for the future.
Wisdom and Cents
video posts
as seen in
![Forbes-01 [Converted]-01](https://valerieleonard.com/wp-content/uploads/2020/04/Forbes-01-Converted-01.png "Forbes-01 [Converted]-01")
