CRD: 134170
Lionheart Financial Planning, Inc.
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- Custodian
- Altruist ยท SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-2005
- Office Locations
- 1
Office Locations
About Lionheart Financial Planning, Inc.
Lionheart Financial Planning, Inc. is a fee-only, fiduciary RIA serving clients in Virginia and Maryland with comprehensive financial planning and portfolio management. The firm focuses on long-term goal-based advice across retirement, tax, education, budgeting, and investing, with portfolios that include significant ETF and fixed-income exposure. A key niche is planning for Federal, State, and Local government employees in VA/MD.
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Investment Themes
Investment Vehicles
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Owner & Executives
RICHARD SMITH GARDNER
Chief Compliance Officer, Financial Consultant, President
- CRD
- #4475661
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,000 | -- |
| Non-Discretionary | $13,300,600 | -- |
| Total | $13,800,600 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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