Services We Offer

As an independent, locally owned, dually-registered financial planning firm, Lesko has access to nearly all available mutual fund families (load and no-load) and ETFs, life and LTC insurance and variable annuity companies, enabling us to provide investment opportunities as diverse as you need them to be.

The result: advice that is always in your best interest!


  • 401(K) Plans
  • 403(B) Plans
  • Employee Seminars & Educational Programs
  • Pension Administration
  • Third Party Remitters For TSAs, IRAs and other Payroll-Based Plans
  • SEP Plans
  • Business Financial Planning

Individuals and Families

  • Financial Planning
  • Wealth Management
  • College Savings
  • Retirement Accounts & Planning
  • Estate Planning
  • Annuities
  • Insurance

Investment Services Through Lesko Securities

  • Stocks
  • Bonds
  • Mutual Funds
  • Portfolio Management
  • Investment Monitoring & Research

Investment Advisory Services

  • Your Advisor acts as a fiduciary looking out for your best interests (see FAQs)
  • He or she creates a portfolio based on your needs and risk assessment
    • Greater investment access & guidance from Lesko’s Investment committee
    • More effective diversification
    • Use of low cost ETFs and Mutual Fund Institutional Shares
  • Ongoing monitoring and rebalancing of your portfolio
    • Professional management & oversight
  • Greater fee transparency vs. traditional commission based
    • A contract for service with a fixed percentage tiered according to assets under management
    • Reduces conflicts of interest.
  • An advice-based relationship
  • For more information about the qualifications and business practices of our company click here for our Form ADV.