About My Practice
As an independent, fee only firm, Lionheart Financial Planning, Inc. is uniquely positioned to provide you with the individualized and affordable financial planning and asset management services you deserve. As a fee only firm we are only compensated for services by our clients. No commissions or other fees are received for investment recommendations we may provide. Additionally, we are especially proud to be a firm specializing in the needs of Federal, Virginia, and Maryland government employees.
2004- present - Founder and owner of Lionheart Financial Planning, Inc. A Registered Investment Advisor firm in Virginia and
Maryland that provides financial planning and portfolio management
services to families, individuals, and businesses.
2001-2004 - Owner of Richard S. Gardner, Inc. a Registered Investment Advisor firm that provided comprehensive financial planning services to residents of Maryland.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Registered Financial Consultant (RFC)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.