Andrew Leonard

CFP®
Founder & CEO

Andrew founded Geometric Wealth Advisors in 2015 to build the type of firm he felt was missing from the industry—one defined by analytical rigor and specialized advice for his peers in consulting and finance.

A longtime personal finance nerd and “Boglehead” (i.e., fan of Vanguard founder John Bogle and low-cost, index investing), Andrew originally learned the subject matter from his dad, one of the early pioneers in fee-only financial planning and “passive” investing. After college, Andrew worked at an economic consulting firm but always knew he wanted a career that would allow him to evangelize for the “right” way of doing things within the financial advisory industry. He left consulting to get his MBA from Harvard Business School, then joined Classic Capital as a wealth advisor to high-net-worth families. Eight years later, Andrew used those learnings to launch Geometric, a firm built from the ground up for his highly analytical, high-earning, and professionally demanding peers in consulting and finance.

Andrew lives in Washington, D.C., with his wife and their two kids. He enjoys hiking, traveling, and spending time with his pre-teen daughters (for however long they’re still willing to do so).

Education

M.B.A., Harvard Business School
B.A., Emory University

Credentials

Certified Financial Planner (CFP®)

Experience

Classic Capital, Inc. – Partner
Analysis Group, Inc. – Senior Analyst