About Tony & The Team

Anthony M. Leonardi MBA, CFP®, CRPC® is a seasoned financial planner with over 30 years experience helping families achieve their financial goals. With a Bachelor of Science degree in Business and Marketing from Providence College, Anthony began his career in finance driven by a belief that family comes first.

Anthony (Tony) is the Founder and Principal of Leonardi Family Wealthcare, where his specialty lies in Family Wealth Planning. He seeks out clients who share his family-oriented values. Whether working with multi-generational family businesses or individuals looking to pass down their family values, Anthony's thoughtful and caring approach helps to ensure that families remain close and values intact over generations.

In addition to his undergraduate studies, Anthony holds an MBA in International Business from the University of Connecticut, where he specialized in Finance. He is also a CERTIFIED FINANCIAL PLANNER (CFP®) Professional and holds the Retirement Planning Specialist designation (CRPC®) from the College for Financial Planning.
Anthony is a registered representative of Osaic Wealth Inc. He is securities licensed in multiple states and provides fee-based financial planning, estate planning strategies, and investment planning services. Anthony's dedication to his clients and his expertise in financial planning make him a trusted advisor for those seeking to secure their financial futures.