Our History

Stephen M. Leavitt, MS, CFP® founded Stephen Leavitt Financial in 1984 when Stephen decided that he was looking to make a bigger difference in the individual lives of others than he was able to in the engineering profession.

Stephen wanted to combine his long-term interest in financial markets and his analytical problem-solving skills, acquired from his engineering background, to help individual investors realize their financial goals. Stephen remains passionate about his work and the long-term relationships that he has developed with his clients.

Stephen Leavitt Financial chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to achieve their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back-office, investment, and technology support.