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Bart Leake, CFP®, CMT®, EA

We help clients make music out of financial noise.

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Cadence Planning Bart Leake, CFP®, CMT®, EA
Chicago, IL

Serving Clients Nationwide

We help clients make music out of financial noise.

630-338-2869

Website

Areas of Focus

  • Employee Stock Options
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Bart Leake. I enjoy assisting clients seeking advice on employer-provided stock options, employee stock purchase plans, and those who want integrated tax planning as part of their comprehensive financial planning services.

One of my enduring goals is to provide comprehensive financial advice and a transparent fee structure. I am committed to ensuring clients fully understand what they are paying for without any hidden costs or pressure to purchase additional products. My passion lies in providing tax planning and tax preparation as part of my comprehensive financial planning services, a focus that I believe sets me apart from other financial advisors.

My high ethical standards and extensive experience in the financial markets, built on relationships based on integrity and trust, form the bedrock of his approach at Cadence Financial Planning. Before becoming a financial planner, I honed my skills with a major retail broker-dealer, working with high-net-worth clients and educating them on options trading, portfolio hedging, and risk management strategies. My unique perspective as a former partner in an options trading firm and member of the Chicago Board of Trade equips me with a distinctive insight into the financial markets, including a thorough understanding of the fundamental and technical aspects.

My professional qualifications and active memberships testify to my expertise and commitment to continuous learning. I'm a CERTIFIED FINANCIAL PLANNER™, Chartered Market Technician®, and I recently attained the Enrolled Agent designation. I earned a B.S. in Finance from DePaul University.

My active membership in the Alliance of Comprehensive Planners, the Financial Planning Association of Illinois, The National Association of Personal Financial Advisors, and the XYPN Planning Network demonstrate my dedication to staying current in the field and providing the best possible service to my clients.

My wife and I reside in Geneva, Illinois, with our three boys and labradoodle, Marley. We enjoy spending time outdoors when we're not cheering on our sons at sports events.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Market Technician (CMT)
  • Enrolled Agent (EA)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

500 W Madison, Suite 1000, Chicago, IL 60661

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free discovery call. We'll use this time to learn about you, your goals for your money, and your life. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

At Cadence Planning, we are passionate about helping and empowering any client through education and collaboration. That is why we prioritize spending time helping each client talk through their situation, life, feelings, and goals.

Every person's story and goals are unique and their plan needs to be written around those intricacies. As we progress and improve we celebrate the progress we've made while keeping our eyes looking forward before moving forward.

Like an orchestra – the process starts small before building up to the greater show. And the cycle repeats, ebbing and flowing until we end up with a financial work of art designed to bring you peace and harmony.

We laugh, we teach, we tell stories

We work with our clients in person or virtually over a series of work sessions. To be a good teacher you have to engage with the people your helping. Years of experience have given us a wealth of stories and lessons to share with our clients. We use those stories and lessons as tools as we guide them through a holistic financial planning process. Where no question is off the table

As holistic planners, we focus on clients goals and questions at each step of our process. Over time we will flow through the following topics:

✔️ Portfolio Analysis
✔️ Investment Strategy and Implementation
✔️ Estate Planning
✔️ Insurance Review
✔️ Retirement Planning
✔️ Goals Visualization (The most important conversation)
✔️ Record Keeping and Cash Flow
✔️ Tax Planning

Tax-Focused Financial Planning

With years of tax experience we are experts at helping you control your tax bill. From finding tax deductions for the self-employed to helping you get the most out of your charitable giving there is always a place to add value with good tax planning.

Education

DePaul University, B.S. in Finance

Hobbies and Interests

  • Family
  • Sports

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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