About Leonard Financial Solutions

Fiduciary Retirement Planning

A Fiduciary
Firm You Can Trust

Leonard Financial Solutions is a fiduciary retirement planning firm serving clients approaching or in retirement. As a fiduciary, we are legally required to act in your best interest on every advisory recommendation. Not in the interests of a fund company or product manufacturer. That's the standard we hold ourselves to.


We bring together tax planning, retirement income strategy, Medicare, Social Security, and estate planning under one roof. You stop managing five separate professionals who don't talk to each other. You start working with one coordinated team that sees the whole picture and makes sure every decision accounts for all the others.

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Jonathan Leonard

CEO & Founder

Jonathan Leonard is founder & CEO of Leonard Financial Solutions, a fiduciary firm in Mount Laurel, NJ specializing in tax-efficient retirement planning.

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John Termun

President of Medicare Planning

John is a dedicated professional with a strong educational background, having earned his undergraduate degree in Finance and a graduate degree in...

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Corinne Gierman

Director of Business Operations

Corinne Gierman brings more than a decade of experience in team leadership and operational efficiency. Throughout her career, she has built...

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Kevin Hull

Director of Growth and Marketing

Kevin Hull is the Director of Growth and Marketing at Leonard Financial Solutions, where he leads the firm's...

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Nick Coralluzzo

Tax Planning, CPA, MBA, EA

Nick is a licensed CPA and Enrolled Agent and has been a part of the team since 2016. He earned his Bachelor of Science in Accounting from Stockton University in...

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Tim Ackerman

Financial Advisor

Tim Ackerman is a Financial Advisor with Leonard Financial Solutions, where he focuses on helping clients make confident, informed decisions about...

Take the Next Step

Let's Build Your Retirement Plan

You've met the team. The next step is seeing what a coordinated plan looks like against your specific numbers. On your Retirement Coordination Review, Jonathan walks through your current financial picture, identifies where your strategy is exposed, and shows you what working with one coordinated team could mean for your retirement. No pressure. No product pitch. Just clarity.