Leonard Beers

Leonard Beers is an independent financial professional with extensive experience in tax strategy, retirement planning, and comprehensive wealth management. He holds both a Bachelor’s and Master’s degree in Accounting, with a concentration in Taxation, from the University of Florida.

In January 2012, Leonard joined Financial Partners, where he has built a practice centered on disciplined, client-focused financial guidance. Prior to joining the firm, he spent a decade at Deloitte advising clients on complex tax matters and ultimately served as a Senior Manager in the Tax Department. His experience at one of the world’s leading professional services firms continues to shape his thoughtful, detail-oriented approach to client service.

As a comprehensive financial advisor, Leonard provides fee-based investment advisory services to individuals and business owners, including the design and management of employer-sponsored retirement plans. His practice also includes group employee benefits and personalized insurance planning, enabling him to deliver coordinated, well-rounded financial solutions tailored to each client’s unique goals.

Leonard is committed to building long-term relationships grounded in trust, transparency, and thoughtful guidance. Outside of work, he enjoys golf, low-and-slow BBQ, woodworking, snowboarding, boating, diving, and lobstering. He is happily married and values spending time with family and friends.

Ready to take the next step toward your financial goals? Contact Leonard today to schedule a personalized consultation and learn how his experience can help you build lasting financial confidence.