Leonard Martin, Leonard Martin & Associates, Inc.

Leonard Martin has been in the estate planning and financial services industry since 1974. He serves hundreds of clients in the states of RI, MA, CT and FL. He is the founder and CEO of Leonard Martin and Associates Incorporated, a firm dedicated to serving and educating people on financial planning for their future.

Lenny is a former Board Member of the RI Association of Insurance and Financial Advisors. He is an associate member of the RI Society of Financial Service Professionals. He served as the state chairman for the RI political action committee for consumers and advisors. Lenny has sat on several charitable boards and committees including Special Olympics and RI Children’s Crusade.

In January 2011, Lenny was published in Rhode Island Monthly selected 2011 Five Star Wealth Manager.  Lenny is also a Registered Investment Advisor Representative and recently became a Chartered Financial Consultant from the American College.

Lenny’s firm specializes in estate planning for all sizes of estates, large and small. He helps his clients to avoid paying unnecessary taxes such as Income Taxes, Social Security and Estate Taxes.  Avoiding probate and increasing spendable income is another important part of his practice. And finally, helping seniors avoid Medicaid Spend Down of their assets when nursing home care is needed is a critical aspect of Len’s expertise.

Lenny resides in Warwick, RI and has four children, Michael, Jillian, Alicia & Alexandra and one granddaughter, Portia Rose.  Family and faith are the foundations of his practice.  He is in high demand as a Financial Advisor because of his honesty, integrity and commitment to client satisfaction.