Who We Serve
We work with Gen X, Gen Y and Millennial professionals, young families, women navigating life transitions, individuals rebuilding after divorce, and clients with growing or established wealth who want clarity and confidence in their financial lives. If you’re looking for a trusted partner who listens first and guides with care—you’re in the right place.
Clear Guidance
We lead with education, transparency, and a deep understanding of your values. We provide comprehensive financial planning and investment management designed to help you make confident decisions at every stage of life.
What We Do
Meet Becky Leonard, CFP®
As a mom and lifelong Montgomery County resident, Becky understands the financial realities of modern family life. She founded Linc Wealth Solutions to deliver personal, financial guidance to young professionals and families.​
"Working with Becky has been one of the best decisions we’ve made as a young family. She helped us understand our finances, prepare for buying our first home, and set up IRAs and retirement accounts we had been putting off for years. For the first time, we feel organized, confident, and genuinely excited about our financial future."
- Emily & Mark S.