Denise  Leish

Denise Leish

| MBA, BS

Money Plans

Fee Only Financial Planner Located in Silver Spring, MD and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

8701 Georgia Avenue
Suite 710
Silver Spring, MD 20910

Denise Leish is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Denise Leish is the sole proprietor and co-founder of Money Plans. Denise Leish and Peg Downey (retired) founded Money Plans in 1983. Denise holds a Bachelor of Science degree in Education and Economics from the University of Maryland and received her Master of Business Administration degree in 1982 from George Washington University.
 
Denise Leish is also a long-time, active member of the National Association of Personal Financial Advisors. Prior to founding Money Plans, Denise was a business development consultant and accountant for a large national bank.
 
Denise writes a very popular quarterly newsletter for Money Plans clients. The newsletter recaps the market, reflects what Denise is thinking on the economy, and offers ideas on tax saving strategies as well as unique planning ideas.
 
Denise has taught courses and workshops through Montgomery County Adult Education, focusing on income taxes, managing financial paperwork, selecting investments and evaluating mutual funds.
 
Denise maintains membership in NAPFA, and has served on various of its committees. Bloomberg Wealth Manager Magazine selected Denise as one of "Bloomberg's Top Wealth Managers" for five years and she has been selected by Medical Economics as a top financial advisor. She is often quoted in magazines and newspapers.