Creating a legacy in keeping with the desires of your heart.

Long-Term Growth

It’s not about tomorrow.  It’s about a life-time.

Targeted Investing

Wealth management that targets what really matters in life.

Measurable Results

World-class service and trackable results.


What are the things in your life that are more important than money? Your answer to this question outlines the horizon over which every financial strategy should be built and measured.

For me, the answers have been shaped over three decades of experience…

  • the vows from a wedding day
  • the birth of a child (and in my case, the unexpected death of a child)
  • a season caring for an aging parent
  • the day we realized the business we used to dream about is now a reality
  • the moment I came to faith
  • the privilege I am given to speak to and influence financial advisors around the country
  • the responsibility that my clients entrust me with much more than their financial resources

If you feel we have common ground to explore together, I invite you to contact my office at your earliest opportunity.  Each year, for the benefit of our existing clients, we accept a limited number of new client relationships.  Our initial meeting “The Way of Discovery” will help us both explore whether the potential exists for a long term relationship.

Frank Leyes, ChFC

Gain instant access to four free videos that may accelerate your financial progress and elevate your perspectives on things far more important than money.

Women & Wealth Online Seminar

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Women and wealth have a special relationship, and women, widowers, and divorcees have specific challenges and needs.  This instant online seminar explores these and suggests solutions to meet these challenges and needs.


How to Maximize Your Retirement

Are you ready for retirement?  Will you be ready for retirement?  My instant online seminar explores the factors you need to address.  many of them will surprise you!  INCLUDES FREE GUIDE:  THE 12 KEY QUESTIONS EVERY RETIREE MUST ANSWER

Social Security Instant Seminar

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Social Security is a complex, sometime daunting subject.  In this instant online seminar, I cover the essentials every person should know.  INCLUDES FREE GUIDE:  THE 44 SOCIAL SECURITY SECRETS EVERY RECIPIENT SHOULD KNOW

The Amazon #1 Bestseller


Learn the 7 Steps to Financial Freedom in a World of Economic Dependence, and Begin Your Journey to True Wealth Today!


2840 Electric Road
Suite 205-A
Roanoke VA 24018
FAX 317-469-9601


3500 DePauw Boulevard
Suite 2042
Indianapolis, IN 46268
Fax: 317-469-9601