About
LINC Wealth Solutions is an INDEPENDENT and OBJECTIVE financial planning firm focused on Gen X, Gen Y and Millennial professionals and their complex needs.
We strive to make money simple for our clients in order to help them to build their happiest lives, free from financial worry.
Meet Becky Leonard
As a mom and lifelong Montgomery County resident, Becky understands the financial decisions that young professionals, women and growing families are navigating every day. Careers, homes, babies, aging parents, retirement goals and more.
Becky founded Linc Wealth Solutions with a simple intention: to give people access to clear guidance during some of the most meaningful and impactful financial moments of their lives. She works with individuals and couples in their 20s, 30s, and 40s who are building their futures and want to do so with confidence, clarity, and purpose.
My Commitment
as a Financial Advisor
We work with women, families, young professionals, those navigating divorce or life transitions, and individuals with growing or established wealth who want thoughtful, grounded guidance.
Understanding your
needs and goals.
Helping you avoid emotion-driven mistakes.
Helping you better
understand the markets.
Being available to consult with you in all markets.
Providing access to your investments 24/7 through personal contact.
Continuous monitoring and quarterly rebalancing of your accounts.
Keeping you up-to-date on your concerns and adjusting your investment strategies.
Manage risk and achieve consistent returns that will keep you on path to your goals.
Becky partners with her clients to pay off debt with intention, invest wisely and consistently, plan and save for their children’s education, reduce unnecessary tax burden, and build a confident and sustainable path to retirement — all in a way that feels clear, achievable, and aligned with their real lives.
Let’s start the conversation.
What Our Clients Say
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