Edward Leach
CFP®, MBA
HIGHLAND Financial Advisors, LLC
Partner, Wealth Advisor
Edward Leach
CFP®, MBA
HIGHLAND Financial Advisors, LLC
Partner, Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Edward Leach, CFP®, MBA
Fee-Only financial planner located in Wayne, NJ, serving clients locally and across the country
Edward Leach is a Wayne, NJ fee-only financial planner. HIGHLAND Financial Advisors, LLC provides retirement planning, wealth transfer planning, and tax planning to help individuals, executives, and businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Edward Leach is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Wealth Advisor and Partner at HIGHLAND Financial Advisors, Ed designs and implements comprehensive financial planning solutions for individuals and families, focusing on the unique needs of business owners, dental practice owners, medical professionals, and executives. Ed specializes in estate and multi-generational planning, as well as helping dentists retire from their practice and consulting with business owners and physician-owned medical professionals on the design and implementation of qualified retirement plans. With a tax-focused approach, Ed also helps clients manage concentrated stock positions as a result of restricted stock grants and corporate stock options.
Ed is also a member of the Investment Committee at HIGHLAND and plays an integral role in the firm’s portfolio construction, modeling, and trading strategies including the development of HIGHLAND’s Sustainable Impact Portfolio focused on Environmental, Social, and Governance screens. In addition, Ed works with HIGHLAND’s Ultra High Net Worth Clients on building investment allocations in Private Investments.
Ed has been quoted in the New Jersey Star Ledger and CNBC on various financial planning topics and has given seminars on various financial planning strategies to professional organizations. Ed currently serves on an ESG Advisory Panel for Avantis Investors, providing feedback and guidance on their suite of Socially Responsible ETFs.
Ed holds the CERTIFIED FINANCIAL PLANNER™ designation and has completed his MBA studies at Montclair State University. Ed completed his undergraduate studies in Finance and Economics at Ramapo College of New Jersey.
Outside of the office Ed, his wife and three daughters live in Waldwick, NJ and are active in their community. Ed is a past Treasurer, Vice Chair, and member of the Board of Director's Executive Committee for Alzheimer’s New Jersey. In his free time Ed enjoys following his beloved NY Jets, boating, working out, and enjoying time with family in Long Beach Island, NJ.
We are an independent Registered Investment Advisory firm, serving high-net-worth families and individuals nationwide since 1987. Our objective is to simplify your financial life, help you achieve your goals, protect your family and lifestyle, and plan your legacy. We do this through a team approach that emphasizes our fiduciary duty to always act in your best interest. And as a fee-only firm, you can rest assured that we do not receive commissions—we are paid only by you for the services we provide you.
Our Clients - They want a trusted advisor for the long term—one who is dedicated to discovering and achieving what’s possible for them, thus helping them feel confident that they are on the right path to financial security. Our clients include individuals, families and organizations.
The Person is the Plan - We believe that financial planning is not just about your money. It is about your life. We created our financial planning process, The Person is the Plan®, so we can understand and help you follow the path that is calling out to you. When you work with us, our first conversations will focus on your vision for the future, not just your financials today. Then we will work through a series of modules to build your personalized financial plan. Once we lay the foundation, we will meet regularly with you to ensure you continue to make financial progress.
Our Investment Approach - At HIGHLAND, we believe no investor is the same, which is why we do not believe in a cookie-cutter approach to investment management. By custom tailoring an evidence-based investment strategy to fit your unique needs and value systems, we bring meaning to your money while increasing your odds of success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Estate Planning
- Tax Planning
Ideal Clients
- Dental Practice Owners
- Business Owners
- High-Net Worth Families
- Executives
- Succession Planning for Closely Held Business, Dental, or Medical Practices
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Edward Leach is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Edward Leach is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Edward Leach is Quoted on NJ.com: "Keep or cancel long-term care insurance policy"
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Edward Leach is Quoted on RIS Media: "Experts Weigh In: Here’s When You Should Reach Key Financial Milestones"
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Edward Leach is Quoted on CNBC: "How to Make a Side Job Work
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Edward Leach is Quoted on CNBC: "How to Get Lucky with Your Savings"
Contact Edward Leach
Office Locations:
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1680 Rt. 23
Suite 210
Wayne, NJ 07470
