Leland Gross, CFP®, EA

I Help Business Owners Manage Cash Flow, Reduce Taxes, and Grow Wealth

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PeaceLink Financial Planning Leland Gross, CFP®, EA
Virginia Beach, VA

Serving Clients Nationwide

I Help Business Owners Manage Cash Flow, Reduce Taxes, and Grow Wealth

19 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

Areas of Focus

  • Business Owners
  • Financial Life Planning
  • High Net Worth
  • Investment Management
  • Real Estate Investing
  • Retirement Planning
  • Tax-Efficient Planning
  • Taxes
  • Wealth Management

About Leland Gross, CFP®, EA

Hey there, I’m Leland Gross. I am passionate about building relationships and coaching people.

It has been said that personal finance is more personal than finance. I find that to be true. When working with someone’s finances, I don’t hear them talk about their investment returns right off the bat. I first hear them talk about the things they care about most in life like their family, their dreams, their fears, their stressors, etc.

I believe finances are a tool in our lives that can cause one of two things; anxiety or confidence. I am passionate about helping individuals and families foster confidence and an abundance mindset around their life goals.

After many years working in the insurance and broker-dealer world, I grew tired of transactional relationships. I was working to do financial planning, but It was more product sales than relationships. That is where PeaceLink Financial Planning LLC (PFLP) came in.

I founded PLFP to make a real difference in people’s lives. Through a focus on the financial planning process and building relationships, I am able to understand my clients and what they desire in life. This allows me to tailor advice in a way to maximize the resources at their disposal and help them develop the life that they long for both now and in the future.

As a fee-only, CERTIFIED FINANCIAL PLANNER™ , I have the privilege of serving my clients nationwide to experience the life that they desire. Being “fee-only” means my only source of income is directly from my clients. I don’t get paid through hidden fees or commissions for selling financial products. This helps minimize the conflicts of interest in our relationship and puts us on the “same side of the table” to achieve your goals.

When I am not working with my clients, you can find me spending time with my family (my wife, Lindy, our son, Levi, and our pup, Sutton) being with our family and friends, playing pickleball, or doing anything that involves water (swimming, surfing, boating).

As your Financial Planner, I promise you honesty, transparency, and commitment to your success.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Enrolled Agent (EA)

Affiliations

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

Primary Location

1213 Laskin Rd Suite 107

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. This call is of no cost or ongoing commitment to you. It will be 15-30 minutes of us getting to know each other to see if working together could be a good fit. If we decide we want to move forward we will schedule a free, hour long Discovery Meeting together to learn more about what it would look like to provide you value in your finances. I am looking forward to getting to know you!

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About PeaceLink Financial Planning

We all want to feel a sense of confidence in our life, but too often that is not the case. That is the PeaceLink difference. It’s not about just setting up and managing accounts. It is about crafting a plan that is tailored to YOU, to help you create the life you desire.

WHAT YOU CAN EXPECT

✔️ Fee-Only: The only compensation I receive is directly from my clients. I don’t get paid commissions based off of investment product sales. This means I am able to give you great, unbiased financial advice tailored to what is best for you, not tailored to what pays me more.

✔️ Fiduciary: I am legally obligated and personally liable to provide you advice that is in your best interest. This should be a no-brainer, but believe it or not, many investment firms are not held to this standard.

✔️ The CERTIFIED FINANCIAL PLANNER™ designation is formal recognition of expertise and a commitment to the highest standard of integrity and professionalism in the industry.

WHO WE WORK BEST WITH
✔️ BUSINESS OWNERS: Owning your own business is a wonderful adventure of controlling your destiny. But with such a great opportunity comes great complexity as well. Many business owners love what they do, but aren’t trained in business and personal finance. They know they need help with: Organizing and optimizing their taxes | Tracking their income and expenses better | Building a “benefits plan” including insurance and retirement vehicles | Getting as much money from their business, into their personal life as possible | Ultimately they need help managing their business finances to benefit them personally.

✔️ REALTORS®: Real estate is a field that offers incredible opportunity. No REALTOR® goes into this field because they like working nights and weekends or paying their own taxes. They got into this field with a dream of a lifestyle: more freedom, time, and income. They need help with: Structuring their business | Optimizing their taxes | Managing their business and personal cash flow | Getting the most money from their business | Saving/investing for their future | Ultimately they want to get the life they want from their business.

Education

College of Charleston, Bachelor of Arts (B.A.), International/Global Studies

Hobbies and Interests

  • Boating
  • Church
  • Exercising
  • Family
  • Golf
  • Hiking
  • Pickleball
  • Surfing
  • Swimming

Who We Serve

  • Business Owners
  • Entrepreneurs
  • Gen Y / Millennials
  • Gen Z
  • Military
  • Real Estate Agents
  • Sales Professionals
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 27, 2026
										I want to take this opportunity to say how pleased I am to be a client of PeaceLink Financial Planning LLC. The experience has been nothing more than excellent, and my transition into retirement has been seamless, reassuring, and handled with the utmost professionalism. The team Leland, Cody and Rissa provide top-tier service and expert advice genuinely tailored to my needs, with strategic planning that made stepping away from work completely stress-free. It is a truly trusted partnership, and I couldn't be happier having a reliable firm dedicated to client security, clarity, and peace of mind in my corner.									
Relationship to Financial Advisor: Client as of Aug 27, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Willie Edmonds
Willie Edmonds

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 26, 2026
										PeaceLink seamlessly serves us both on the personal and business side of things. Their services are comprehensive and aren't limited to one or two areas like many financial advisors. We have worked with them for years and we highly recommend them!									
Relationship to Financial Advisor: Client as of Aug 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Blake Dozier
Blake Dozier

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 26, 2026
										What an amazing team! I have been putting off getting financial assistance until now and I can’t believe I didn’t do it sooner. Peacelink has assisted me at every step making it an easy process. Say yes to your financial future success!									
Relationship to Financial Advisor: Client as of Aug 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lisa Moison
Lisa Moison

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 26, 2026
										PeaceLink has been a blessing to me and my husband. They have guided us through our financial planning in a professional way along with showing us kindness. Leland Gross and I go way back when he started being my Financial Advisor when I was in the school system.									
Relationship to Financial Advisor: Client as of Aug 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Veronica Edmonds
Veronica Edmonds

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 26, 2026
										Deserving of 10 Stars!PeaceLink Financial Services has truly brought peace of mind to our bookkeeping, accounting, and tax preparation needs. They handle both our personal and business finances, and having a team we can trust in both areas has been invaluable.Their staff is friendly, understanding, helpful, and professional. What really sets PeaceLink apart is their willingness to dig in, understand their clients, and work alongside them to find the right solutions.We highly recommend PeaceLink Financial Services to anyone looking for dependable financial guidance—especially individuals and small business owners here in Virginia Beach. A great local team and a great partner for our business!									
Relationship to Financial Advisor: Client as of Aug 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jonathan Paul
Jonathan Paul

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 26, 2026
										PeaceLink has been so helpful for my husband & I. They have helped us organize our finances, helped us make informed decisions, feel peace about retirement planning, and guided us into options we didn't even know we needed.									
Relationship to Financial Advisor: Client as of Aug 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Julia Woods
Julia Woods

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 26, 2026
										I have been a client of Peacelink since 2021 I believe and it has been awesome! They have been always helpful and helped me navigate saving for retirement, getting married and buying a new home. They have also been a great help with taxes. As a small business owner, I am very grateful for the Peacelink team and the peace and joy they have helped establish in my personal and business finances. Thank you, Leland & Cody!									
Relationship to Financial Advisor: Client as of Aug 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Carter Fleck
Carter Fleck

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 26, 2026
										Seeking a quality financial planner with experience, great track record, focus on reaching your goals while assisting in comprehension of vast economic & market fluctuations? How about a great team that feels like family - support to help you grow, win, prepare, no pressure! Look no further. I've been working with Leland Gross since before he established PeaceLink. I always look forward to our positive meetings packed with insight, guidance and clear direction. Excellent advice & services for your unique needs - individual & business. No kickbacks, no quid pro quo - simply a very happy client!									
Relationship to Financial Advisor: Client as of Aug 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Therese Boogades
Therese Boogades

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 26, 2026
										Rissa is so patient!! All the team over there with Cody and Leland is fantastic, they're amazing human beings, so kind and understanding but mainly HONEST. Would recommend to anyone!									
Relationship to Financial Advisor: Client as of Aug 26, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Laura Blackwood
Laura Blackwood

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 14, 2025
										My husband and I have used PeaceLink for years, and are immensely thankful for their expertise and guidance. Leland, Cody, and their entire team are sharp, responsive, professional, and advise with integrity. They really shine when helping small business owners such as ourselves implement strategies to build wealth long term while mitigating our tax liability as much as possible. I leave every meeting with a clear understanding of where we're headed and what our action steps are.The thing I most appreciate is that the PeaceLink team takes the time to stay current on what is ACTUALLY important to us for our family's financial future--there are no cookie cutter plans, each is truly tailored to the individual situation and goals. Knowing I can fully trust my financial team to work on my behalf is a game changer--it frees up my mental capacity and is worth every single penny.									
Relationship to Financial Advisor: Client as of Dec 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ashley Jessee
Ashley Jessee

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 10, 2025
										Peacelink Financial is amazing!!! We love these guys. Leland, Cody, and their team are so kind, thoughtful, and easy to work with. They’ve helped my husband and me feel more financially confident than we ever have, and we’re truly grateful for their support.They are exceptionally equipped to help small business owners like us and have done an amazing job understanding the unique overlap between our business and family life. They take the time to get to know our goals, explain everything clearly, and map out strategies that make sense for both our business and our home.We trust them completely and respect them immensely. If you’re looking for financial partners who are smart, caring, and genuinely committed to your success, Peacelink Financial is the best of the best. Highly recommend!									
Relationship to Financial Advisor: Client as of Dec 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Caroline Dozier
Caroline Dozier

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 9, 2025
										It’s actually insane the amount of help and guidance PeaceLink has given to me. 10/10 I’d be financially lost without them. Leland is wise beyond years and I leave every meeting confident that I am in good hands.									
Relationship to Financial Advisor: Client as of Dec 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Megan Daubert
Megan Daubert

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 22, 2025
										Leland and his team are exceptional! They care so much, not only about your financial health but also about you as a person. They are very helpful and trustworthy.									
Relationship to Financial Advisor: Client as of Sep 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Andrew Jackson
Andrew Jackson

5 Stars

✅ Wealthtender Certified Advisor Review™
May 7, 2025
										Leland, Cody, and the entire team at PeaceLink have been phenomenal to work with throughout the last few years. They have managed my money well but more importantly, met me with grace (and a plan) after I made some poor money mistakes. Would recommend them to everyone who wants to move closer to financial freedom!!									
Relationship to Financial Advisor: Client as of May 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Todd Liebig
Todd Liebig

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 6, 2025
										We couldn’t be happier with the services provided by PeaceLink! From the moment we partnered with them, their team has been nothing short of exceptional. They’ve helped streamline our financial processes and provided expert advice that’s been invaluable for our business. The level of professionalism, responsiveness, and deep knowledge of the financial industry is unmatched. Every interaction has been smooth, and we always feel like a priority. If you’re looking for a trustworthy financial partner to help take your business to the next level, we highly recommend!									
Relationship to Financial Advisor: Client as of Feb 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cornerstone Law
Cornerstone Law

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 26, 2025
										I have used Leland and his team as my financial planner since 2021 mainly because money is not my skillset. I wanted to have a good sounding board to bounce ideas off of, and offer ideas to me on how to best steward my finances. I am grateful for the help in a world where there is a lot of noise! It also helps that Leland and his team are amazingly kind and caring as well. My wife and I will continue to use his services!									
Relationship to Financial Advisor: Client as of Jan 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Carter Fleck
Carter Fleck

5 Stars

✅ Wealthtender Certified Advisor Review™
May 12, 2024
										I recently got married and my wife and I were stressed about the financial planning side of combining our incomes and bank accounts. PeaceLink financial planning gave direction to our chaotic financial situation. We left our first consultation feeling more confident in our current situation and excited to prepare for our financial future together.									
Relationship to Financial Advisor: Client as of May 12, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jeff Trueschler
Jeff Trueschler

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 5, 2024
										Taking a tax class designed specifically for real estate agents can be a game-changer for professionals looking to navigate the complex world of taxes within the real estate industry. One standout course in this domain is taught by Leland Gross, whose expertise and teaching style have garnered high praise from attendees.Leland Gross's in-depth knowledge of tax laws affecting real estate is evident from the get-go. What sets Gross apart is his ability to distill complex tax concepts into easily digestible information, making it accessible for agents of all experience levels. This approach is particularly beneficial in a field where tax implications can significantly impact business decisions and financial planning.The course covers a broad range of topics crucial for real estate agents, including but not limited to, deductions specific to the real estate industry, understanding capital gains, and strategies for tax planning. Gross's teaching methodology ensures that participants not only learn the theoretical aspects but also how to apply these principles in real-world scenarios, enhancing the practical value of the course.Feedback from course participants consistently highlights Gross's patience and willingness to answer questions, ensuring that everyone leaves with a solid understanding of the subject matter. This level of support is invaluable, especially when dealing with topics that can often seem daunting.In summary, the tax class led by Leland Gross is an excellent investment for real estate agents looking to deepen their understanding of tax laws and optimize their financial strategies. Gross's expertise, combined with his effective teaching style, makes this course a must-attend for agents committed to their professional development and financial									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Randy Sciangula
Randy Sciangula

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 6, 2023
										My husband and I could not have been more pleased with Leland and what he did for us! He is one of the most personable individuals we have ever met, treated us with the utmost respect, and delivered everything he said he would. This one is a winner. We recommend him without reservation!									
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Scott Gallimore
Scott Gallimore