Mary Leneghan, CFP®

Mary’s drive to help people get their financial futures on track began in 1984. Mary saw the need for a planning-first educational approach to help clients stay on track with the goals that guide their retirement plans. The daughter of immigrant parents, Mary understands the adversities individuals and families go through to stay on track financially.

As a Certified Financial Planner (CFP®), Mary puts her clients’ best interests first, so she can provide them confidence today for a more secure financial picture tomorrow. Mary focuses on keeping our clients educated about their finances and prepared for life’s most significant financial challenges. As we work together, she takes our clients through a financial review to understand their specific goals, survey their risk tolerance, and carefully design a plan to help them get where they want to be. Her goal is to help clients make sound financial decisions along their journey while understanding the principles of retirement savings, income generation, and protection.

As a Cleveland native, Mary graduated from Notre Dame College and St. Joseph Academy. Mary resides in Hinckley, Ohio and enjoys spending time with her three children: John Patrick, Shane, and Sarah.