About Us
Our Firm
With more than 25 combined years in the financial industry, our experience is undeniable, but our passion for helping clients realize their dreams truly drives our success. We believe effective guidance requires more than simply managing investments, because your financial life involves more than market returns. Behind every strategy we create, plan and implement is a singular focus on fostering the best life for you and your family, where we help remove the stress that money can create.
Thomas M. Leahy, III, RFC, AAMS | Managing Partner
Tom Leahy believes meaningful financial management begins with an understanding of you and your family's most important life goals. As a Registered Financial Consultant (RFC), Tom is dedicated to helping you create the financial life you desire, and specializes in building custom investment portfolios and assisting families with their college and financial-aid-planning needs. He is a member of the Virginia Association of Student Financial Aid Administrators (VASFAA) and author of the "No-Nonsense Guide to College Planning." A certified Accredited Asset Management Specialist (AAMS), Tom holds the RFC designation, as well as both his bachelor's and master's degrees.
Actively involved in the community, Tom is the current president of the Midlothian Youth Soccer League and founder of Beacon Tree Foundation, a Midlothian, Virginia-based, non-profit organization providing financing and funding for families with at-risk teenagers. Tom is active with the Midlothian Kiwanis, whose charitable activities benefit the children of Midlothian, Virginia. He has also frequently contributed college-planning advice in the Richmond Times-Dispatch, and various other local publications, television and radio shows.
John B. Clair, CFP ® | Managing Partner
John Clair is committed to building families' confidence in their dreams throughout every life stage. As a Certified Financial Planner® professional, John helps clients develop a realistic vision for their family's financial wellness and believes their investments should be integrated accordingly. He is a graduate of GE Capital's Financial Management Program (FMP), a 1997 magna cum laude graduate of Virginia Tech, and also holds applicable state insurance licenses.
Outside the office, John enjoys volunteering his time in the community. He serves on the Board of Directors for two local nonprofits: the Capital Area Health Network (formerly known as Vernon J. Harris East End Community Health Center), which provides comprehensive and affordable health-care services in the Richmond community; and The Johns Cancer Foundation, an organization that provides financial support to cancer patients in the Richmond area. John is also an active member of the James River Rotary Club.
Service and Community
John and Tom both enjoy working with the children of the William Byrd Community House in teaching them the basics of money and finance. Both partners also loyally participate in and contribute to other local organizations and foundations.
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