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About Paladin Family Wealth
Paladin Family Wealth (PFW) was formed as a partnership between Jeffrey R. Shearman and Anthony M. Leonardi in order to bring their 40 + years of combined experience in financial planning to their existing and future clients. 

We offer comprehensive financial planning through Lincoln Financial Advisors (LFA), a broker/dealer (member SIPC) and a registered investment advisor.  Through our relationship with LFA, we are well positioned to service the advanced market needs of the High Net Worth and Ultra High Net Worth marketplaces.

Often, Paladin Family Wealth is called to work along side other advisers to solve the complex business transfer and estate planning challenges facing their clients.

A particular specialty of PFW is the design and implementation of complex life insurance programs designed for liquidity needs while paying mindful attention to gift tax and acquisition cost issues.

The Co-Founder of Paladin Family Wealth, Jeff Shearman and Tony Leonardi, are well schooled in all areas of advanced financial planning, which includes sophisticated modeling and design capabilities. 

We will work closely with your other advisers, including CPA's and Attorney's to help with the coordination of your overall planning, and with the monitoring and updating of your plan on a regular basis.
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 Anthony M. Leonardi and Jeffrey R. Shearman are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Paladin Family Wealth is not an affiliate of Lincoln Financial Advisors Corp. 
CRN-1310843-092515


Unless otherwise identified, Registered Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.


We are registered to sell securities in the following states: 
CA, CT, DE, FL, GA, IL, MA, NC. NH, NJ, NY, OH, PA and RI

We are licensed to sell insurance in the following states:
CT, FL and NY.

 

"Paladin" -a determined advocate or defender of a noble cause

 


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