Valerie Leonard, AIF, CPFA, founder and CEO of EverThrive Financial Group, has been named to Forbes’ Top Women Wealth Advisors Best-in-State list for 2023. The list features women “collectively managing assets of nearly $2.3 trillion.”
“In a market and economic environment that requires a strategic, active and thoughtful risk-managed investment process, I am honored to offer discretionary investment management to our valued clients as they pursue their financial goals,” said Leonard.
Leonard has almost two decades of experience. EverThrive Financial Group, formerly Grinkmeyer Leonard Financial, has been providing financial guidance since 2007. The firm offers clients independent, customized service solutions including full-service investment management, financial planning advice and 401(k) services.