Advice to help you make smart decisions with your money.


Our Services

Social Security Strategies

When Should You Claim?

Social Security is one of the most confusing and complex parts of retirement planning, often overlooked by advisors. The Bipartisan Budget Act of 2015 instituted major changes to some of the most popular claiming strategies as follows:

Investment Management

Can You Define Your Investment Strategy?

Conventional industry advice is to invest in mutual funds that are "best in class" funds that consistently beat their index.

Second Opinion Service

Are You on the Right Track?

With all the complexity and volatility in today’s financial markets, many investors are actively considering switching financial advisors. They’re unsure of what to do now.


Fully Transparent Pricing

The financial advice industry is very good at hiding what it actually costs their clients to do business with them. As a fee-only, fiduciary firm, the only fees Leamnson Capital receives are from its clients.

Community Service

It's Important to Give Back

Over the years, Fred has been an active volunteer in the community, both through his local church and in organizations whose goal is to improve the lives of those less fortunate.


Founding Leamnson Capital Advisory, LLC in 2011 represented the realization of an increasingly compelling vision I’d formed while serving in the retail brokerage industry for more than 20 years. I had seen much during those years and determined there was much room for improvement. My vision drove me to implement what I knew to be true: that there was a better way to help investors think about and make smart, confident decisions about their money. To elaborate, I learned many valuable lessons during my time in the brokerage industry.

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Business owners who have acquired a lot of personal assets face the possibility of having their assets targeted by creditors who want to resolve a business liability. This is especially true in the case of a business owner who guarantees a debt of the business with his personal assets.

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How to Crack Into the World of Financial Planning

By Fred Leamnson on Nov 28, 2017

Millennials get a bad rep. Too often does the media say that they’re lazy, unmotivated to work hard, and frivolous with their spending habits. On a weekly basis, absurd articles pop up criticizing lifestyles, going as far as saying that buying avocado toast is the reason so many can’t afford a house… Ridiculous, right?

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An Estate Planning Primer for Business Owners

By Fred Leamnson on Nov 21, 2017

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

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