Business Details
Your Partner in Financial Security & Growth
Leading Edge Wealth Advisors (LEWA) is a financial services firm dedicated to providing personalized financial strategies for individuals and businesses. Established with a commitment to community and client-centric values, we specialize in financial planning, investment management, and 401(k) plan design tailored to the unique needs of our clients. Our team brings decades of combined experience in wealth management, retirement planning, and fiduciary advisory services, with a focus on empowering clients through education and transparent decision-making.We serve the Chesapeake Bay area and beyond, maintaining strong ties to local organizations through board memberships and community leadership roles. Our approach emphasizes long-term relationships built on trust, customized solutions aligned with evolving life goals, and a fiduciary responsibility to act in our clients' best interests. With expertise in navigating complex financial landscapes, we help clients prepare for retirement, manage investments, and build sustainable wealth for future generations.
Services
Financial Planning
Investment Management
401(k) Plans
Retirement Planning
Wealth Management
Highlights and features
- We offer fiduciary responsibility with transparent decision-making processes
- Our team includes Certified Financial Planners with 25+ years of combined experience
- We provide tailored investment strategies aligned with individual risk tolerance
- We maintain active community leadership roles in local organizations
- We offer comprehensive retirement planning with Social Security optimization
Services
Financial Planning
Our personalized financial planning service creates comprehensive roadmaps for your financial future. We analyze your current situation, set achievable goals, and develop strategies for retirement, tax optimization, and estate planning. Our fiduciary advisors provide ongoing guidance to help you navigate life changes while maintaining financial discipline and accountability.
Investment Management
We offer tailored investment management solutions with strategic asset allocation and risk management. Our approach includes diversified portfolio construction, regular rebalancing, and performance monitoring to align with your financial objectives. We implement both conservative and growth-oriented strategies while maintaining transparent communication about investment decisions and market impacts.
401(k) Plans
We specialize in designing and managing 401(k) plans for businesses, particularly in the GovCon industry. Our services include plan design, fiduciary support, investment selection, and employee education. We help employers meet compliance requirements while creating competitive retirement benefits that attract and retain talent through customized solutions and ongoing plan optimization.
People
Spencer Neal
Founder
Spencer Neal, AIF, C(k)P, brings 25+ years of experience in retirement planning and wealth management. He focuses on creating personalized financial strategies while maintaining fiduciary accountability to clients.
James Denora
Founder
James Denora, CPA, CFP, provides comprehensive financial advice using his corporate finance background to help families manage their finances like a business with professional oversight.
Shar Gogerdchi
Certified Financial Planner
Shar Gogerdchi, CFP, specializes in delivering personalized financial planning solutions for individuals and small businesses, leveraging his expertise to guide clients through complex financial decisions.
Paul Brockett
Retirement Specialist
Paul Brockett, CRPC, has 20 years of experience in retirement planning, specializing in wealth management strategies and helping clients prepare for their post-career financial needs.
Angelic Carroll
Office Administrator
Angelic Carroll manages client service operations with nearly 20 years of experience in financial services, previously winning national client service awards for her exceptional support and communication skills.
Questions
What financial services do you specialize in?
We specialize in financial planning, investment management, and 401(k) plan design for individuals and businesses, with a focus on retirement strategies and wealth preservation.
How do you personalize financial plans?
We create customized strategies through detailed consultations, considering your unique goals, risk tolerance, and life circumstances while providing ongoing portfolio adjustments.
Do you work with specific industries?
While serving diverse clients, we have specialized expertise in providing 401(k) solutions for GovCon industry businesses working with the Department of Defense and Intelligence Community.
Are you legally required to act in my best interest?
Yes, as fiduciary advisors we have a legal obligation to prioritize your financial interests and provide transparent, objective investment recommendations.
How do you help with retirement planning?
We offer comprehensive retirement planning including Social Security optimization, income distribution strategies, and age-based asset allocation to ensure financial security throughout retirement.
What community involvement do you maintain?
Our team holds leadership positions with local organizations including medical centers, Habitat for Humanity, and conflict resolution centers, reflecting our commitment to community development.
