In The News

May 1–6, 2017

Jon Leman is recognized as a leading financial advisor by Commonwealth Financial Network®, attaining Commonwealth Leaders status for 2017. This distinction recognizes success based on a ranking of annual production among Commonwealth’s network of 1,710 financial advisors.

Wayne Bloom, CEO of Commonwealth, said, “We are pleased to recognize Jonathan Leman for achieving Leaders status. Attaining this level of success is a testament to Jon's steadfast commitment to doing right by his clients and to his drive to provide independent, objective advice. Jon is highly regarded within the industry and highly valued within the Commonwealth community, and we look forward to his conference participation.”

In earning this distinction, Jon has qualified to join his peers at the Commonwealth Leaders conference, May 1–6, 2017, at the Four Seasons Hotel Gresham Palace, Budapest, Hungary. The conference will offer attendees an array of educational opportunities geared toward discovering fresh perspectives and ideas for reaching new levels of success and service excellence. Attendees will also have ample time to network with peers and colleagues, sharing thoughts and strategies for evolving their businesses.

 

December 21, 2016

It’s about this time every year that most of us start thinking about the gifts we’ll be giving our friends and family in a few days and wondering when we’ll find the time to do all that last minute shopping.  So with the holiday season quickly approaching, we wanted to take a moment and thank our dear clients for the gift of their friendship.  We at Leman Financial know that this is a relationship business and we especially value our relationship with you.  We are honored that you have entrusted us to manage your retirement portfolio.

We know that you’ll probably receive many tokens of gratitude this year, but it seems more appropriate for us to make a significant gift to the Salvation Army on your behalf.

Accordingly, we have identified two families, with two children and two adults in each family.  The Salvation Army has provided us with an extensive list of the needs of each parent and child.   

Our team has experienced enormous joy shopping for these two special families over the past month.  Times are challenging for many and we felt strongly about this opportunity to give back to those less fortunate; and, we can’t wait to see the smiles on their faces in a few days.

Once again, we want to thank you for your long-term partnership and friendship.  As 2016 ends, we are reminded of the true gifts in life, the good friendships and solid business relationships that we are fortunate to enjoy. 

Merry Christmas and Best Wishes for 2017!

November 3-6, 2016

Jonathan Leman recently attended a national educational conference for independent financial advisors. Hosted by Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, the event drew 1,750 affiliated advisors, staff, guests, and sponsors from across the nation. Participants gathered in Austin, Texas, November 3–6, 2016, where they connected and collaborated with peers, colleagues, and industry partners to strengthen their leadership skills and enhance the high-end service that they provide to clients.

Advisors attended a wide array of educational sessions, panel discussions, and networking events on topics ranging from wealth management, marketing, and trust and tax strategies to information security and maintaining a compliant online presence in an evolving social media world.

May 9-14, 2016

Jonathan Leman, was invited to gather with a group of prominent financial advisors at Commonwealth Financial Network®’s Leaders Conference, held May 9–14, 2016, in Maui, Hawaii. The Leaders Conference recognizes highly successful advisors, based on annual production rankings among Commonwealth’s nationwide network of more than 1,650 financial advisors.

A variety of business meetings and informative sessions spanned the weeklong conference, where attendees gained compelling insights, best practices, and recommendations from industry leaders. Numerous networking sessions and opportunities for interacting with peers allowed like-minded advisors to connect and share ideas. Overall, the conference emphasized providing the highest level of service, value, and commitment to the participants’ clients.

 “We were pleased to host Jon at our 2016 Leaders Conference,” said Wayne Bloom, CEO of Commonwealth. “Attending this event—adding value through participation and personal insights and exploring tools and strategies that empower Jon to maintain a competitive advantage—is one of the many reasons he is among the most successful in the independent industry. We commend Jon for his unwavering focus on his clients’ needs and commitment to their best interests.”

February 18, 2015

Jon Leman, an independent financial advisor affiliated with Commonwealth Financial Network® and managing principal at Leman Financial in Fort Wayne, has achieved Commonwealth Leaders status for 2015. This distinction recognizes successful financial advisors based on a ranking of annual production among Commonwealth’s network of approximately 1,600 financial advisors. In honor of this distinction, Jon has been invited to join his peers at the Commonwealth Leaders Conference, March 1–6, 2015, at the Four Seasons Resort Costa Rica at Peninsula Papagayo. The conference will offer attendees a variety of educational sessions geared toward providing consistent, first-class client service. The conference will also feature numerous networking opportunities, allowing advisors to connect with their peers, reflect on individual achievements, and consider new business opportunities to grow their practices.

October 6-9, 2014

Jonathan Leman, Andrew Minnich, Matt James, and Shane Downing attended a national educational conference for independent financial advisors. Hosted by Commonwealth Financial Network, the nation's largest privately held independent broker/dealer-RIA, the sold-out event drew more than 900 financial professionals from across the nation. Participants gathered in Orlando, Florida, where they connected and collaborated with peers, colleagues, and industry partners to strengthen their leadership and enhance the high-end service that they provide to clients.

The conference provided strategic and implementable methods for advisors to enhance their businesses, including educational sessions on a range of topics from improving practice efficiency and financial planning for the next generation to investment strategies.

October 7, 2014

We are so proud to announce that one of our long-term clients, Gibson, a regional insurance and risk management services firm, was recognized by Principal Financial Group as one the Top 10 Best Companies for Employee Financial Security. The Principal® is a national program that recognizes small and mid-sized companies that excel at giving their employees a financial edge. 

In addition to being recognized for employee financial security, a donation to the Boys & Girls Club for $2,500 will be made by Principal® in Gibson's name.

Gibson is 100% employee-owned with offices in South Bend, Plymouth, Indianapolis, and Fort Wayne, Indiana. 

2014

We are proud to be affiliated with Commonwealth Financial Network, an independent broker/dealer with a singular commitment to serving independent advisors and their clients.  The latest demonstration of that commitment can be found in the J.D. Power 2014 Financial Advisor Satisfaction Study.SM

For the fourth straight time, the J.D. Power study ranks Commonwealth:

"Highest in Independent Advisor Satisfaction Among Financial Investment Firms"

Again, the results were no surprise to us. But it's what this achievement means for our clients—on a daily basis—that makes the difference.

Commonwealth goes far and beyond what's required of a broker/dealer; the entire organization is built around doing whatever it takes to satisfy not only the advisors who work with the firm, but the clients of those advisors as well. It's that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.

Our firm could not be more pleased to keep such good company or to espouse these qualities in our daily dealings with our valued clients. 

July 1, 2014

We are excited to announce some big and positive changes to Leman Financial Advisors. We have successfully merged with two of our financial advisor colleagues in Fort Wayne. They are Matt James and Andrew Minnich of James & Minnich Financial. They have been affiliated with our broker/dealer, Commonwealth, for six years and work with the same 700-person team in Massachusetts that serves Leman Financial. We are very excited about the opportunity, and it couldn't be a better fit for everyone. This adds two more experienced financial advisors to our team, along with their administrative assistant, Whitney. 

As most of you know, Shane Downing started with us at the beginning of the year to assist with trading, operations, enrollment meetings, and client service. As of June 16, he has finished all of his required licensing and has been doing a great job!

The change really adds a great deal of capacity to our team with a total of four advisors and three personnel support. Leman Financial has experienced strong growth over the last five years, and we now have solid, long-term advisors to ensure that we continue to provide the good advice that you have come to expect. 

2014

Jonathan Leman has achieved Commonwealth Leaders status for 2014. This distinction recognizes successful financial advisors based on a ranking of annual production among Commonwealth's network of 1,487 financial advisors. Commonwealth is the nation's largest privately held independent broker/dealer-RIA and the broker/dealer of choice for Jonathan Leman.

Wayne Bloom, CEO of Commonwealth, said, "We are pleased to award Jon Leman with this elite recognition." Bloom continued, "Among the most esteemed financial advisors in our business, and a valued member of the Commonwealth community, Jon epitomizes the drive, dedication, and commitment essential to attaining this level of success in the industry."

In honor of this distinction, Jon has been invited to join his peers at the Commonwealth Leaders Conference, June 15–20, 2014, at the Penha Longa Resort, Sintra, Portugal. The conference will offer attendees a variety of educational sessions geared toward providing consistent, first-class client service. The conference will also feature numerous networking opportunities, allowing advisors to connect with their peers, reflect on individual achievements, and consider new business opportunities to grow their practices.