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Your Partner in Financial Success

At Leading Edge Wealth Advisors (LEWA), we provide more than just financial strategies—we offer a trusted partnership for your journey toward financial security and growth. Located in the heart of the Chesapeake Bay area, our team is deeply connected to the local community, and we’re committed to helping both individuals and businesses navigate their financial futures with confidence and clarity.


We understand that building financial success is a process, not a destination. That is why we offer comprehensive services that include financial planning, investment management and 401(k) plans for individuals, families, business owners and their businesses. As your partner, we focus on long-term relationships built on trust, communication, and mutual respect—helping you make informed decisions that will guide you through the changing tides of your financial life.

Our Specialization

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Financial Planning: A Personalized Approach to Your Future


Creating a path to financial security requires more than just a financial plan; it requires insight, expertise, and a deep understanding of your goals. At LEWA, we work closely with you to craft a financial strategy that is tailored to your unique aspirations, family needs, and long-term objectives. Whether you’re preparing for retirement, managing debt, or building wealth for future generations, we’ll be by your side every step of the way.


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Let’s Begin Your Journey Toward Financial Confidence

Whether you’re looking to plan for retirement, manage your investments, or build a stronger financial foundation for your business, LEWA is here to help. Let’s start the conversation today and begin crafting a financial plan that works for you. Trust in a partner who understands your goals, your values, and the community we share.

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