Tom LeClaire (CFP®)

Planning Specialties

We work with individuals and families seeking a coordinated approach to their financial lives, integrating investment strategy, retirement planning, and tax considerations into a structured framework. Our approach is grounded in the belief that financial decisions should not be made in isolation. Instead, each recommendation is developed within the context of a client’s broader financial plan, including long-term goals, income needs, and tax implications. As a NAPFA-Registered Financial Advisor, we adhere to a strict fiduciary standard, acting in our clients’ best interest at all times. Our firm does not accept commissions or product-based compensation, allowing us to provide objective, unbiased advice. Our work is guided by three core principles: + Leadership — delivering experienced, thoughtful guidance + Discipline — maintaining a consistent, long-term planning approach + Care — understanding each client’s unique financial circumstances We primarily work with clients who value ongoing advice, disciplined decision-making, and a long-term advisory relationship.