ELEVATE YOUR FINANCES
Leapfiancial delivers comprehensive financial services tailored to your unique needs. Our Miami-based team transforms financial operations with innovative, strategic solutions that drive growth and stability.
About Us
Trusted financial service provider serving clients in Miami and beyond
Our Mission
Deliver strategic, customized financial solutions that enhance our clients' financial health and business success.
Your trusted partner for financial services in Miami
Leapfiancial has been transforming financial operations throughout Florida with innovative financial solutions. Our team brings a decade of combined expertise in financial consulting and wealth management.
We believe great financial service balances strategic vision with practical implementation. Every engagement begins with understanding your unique financial challenges and goals, resulting in solutions that are both effective and sustainable.
Core Values
Satisfied Clients
Financial Plans
Industry Awards
Financial Experts
Our Services
Comprehensive financial solutions for individuals and businesses
Financial Services Tailored to Your Goals
At Leapfiancial, we offer complete financial solutions to transform your financial health. Our team combines strategic vision with financial expertise to deliver services that drive wealth creation and financial stability.
Investment Management
Strategic portfolio management to optimize returns and achieve your financial objectives.
Wealth Planning
Comprehensive wealth management strategies for long-term financial security and growth.
Business Finance
Corporate financial services including capital raising, M&A advisory, and financial restructuring.
Retirement Planning
Customized retirement strategies to ensure financial independence in your golden years.
Our Differentiators
What sets Leapfiancial apart from other financial service providers
Custom Financial Solutions
We understand that every financial situation and goal is unique. Our approaches are never one-size-fits-all.
Our process begins with listening to your financial needs, then crafting solutions that balance risk management with growth opportunities.
Strategic Approach
Financial strategies tailored to your specific goals and risk tolerance.
Dedicated Advisor
Personal financial advisor providing continuous guidance and support.
Transparent Pricing
Clear, straightforward fee structure with no hidden costs.
Secure & Confidential
Bank-level security protocols to protect your financial information.
Performance Tracking
Regular performance reports and portfolio analytics.
Market Alerts
Timely updates on market opportunities and risks.
Regular Reviews
Scheduled portfolio reviews and strategy adjustments.
Ready to Secure Your Financial Future?
Contact Leapfiancial today to discuss your financial goals and how we can help you achieve them.
Free Consultation
Discuss your financial goals with our expert advisors.
Flexible Scheduling
We work around your schedule, including evenings and weekends.
Frequently Asked Questions
Answers to common questions about our financial services
Need Financial Advice?
Our expert financial advisors are ready to answer your questions and discuss your financial goals.
Contact Our AdvisorsWhere is Leapfiancial located?
Our office is located at 2900 SW 28th Terr, Miami, FL 33133. We serve clients throughout Florida and offer remote services nationwide.
What types of financial services do you offer?
We offer comprehensive financial services including investment management, wealth planning, retirement planning, and business financial advisory for individuals and corporations.
What's your financial planning process?
Our 4-phase process includes financial assessment, strategy development, implementation, and ongoing monitoring and adjustment.
How often will we review my financial plan?
We conduct quarterly portfolio reviews and comprehensive annual financial plan assessments, with additional reviews as market conditions or your personal circumstances change.
What are your fee structures?
We offer transparent fee structures including assets under management (AUM) fees, flat financial planning fees, and hourly consulting rates depending on your service needs.
Are you a fiduciary?
Yes, we operate as fiduciaries, meaning we are legally obligated to act in your best financial interests at all times.