- 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
Buffalo Grove, IL 60089
Michael Leonetti 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?
Michael E. Leonetti is a Certified Financial Planner™ practitioner, Certified Fund Specialist®, and Accredited Investment Fiduciary TM. He graduated from St. Mary's College in Winona, Minnesota with a bachelor's degree in business administration and economics.
Mike founded Leonetti & Associates, Inc. in 1982 and was among the pioneers in championing fee-only planning, which has since become the standard in the industry. He is a registered investment advisor representative and a member of the firm’s investment committee. He is also a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association and the Investment Management Consultants Association.
Mike has consistently been named one of the top financial advisors by Bloomberg Wealth Manager. He is listed in Medical Economics as one of the top 150 Financial Advisors for physicians and was also listed as one of the top 50 Financial Advisors in the April 2008 issue of Chicago Magazine. In 2010 and 2011, he was listed in the Dental Practice Report as one of the top advisors for dentists.
For 11 years, Mike wrote the quarterly financial planning column for The Journal of the American Association of Individual Investors. Articles by or about him have been published in Medical Economics, Money Manager Review, Money, Chicago Sun-Times, Chicago Tribune, Crain’s Chicago Business, Investing, Sylvia Porter’s Personal Finance, Financial Planning, and The Wall Street Journal. His book, Retire Worry-Free, was published in 1993.