Leland Gross, CFP®, EA
I Help Business Owners Manage Cash Flow, Reduce Taxes, and Grow Wealth
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
I Help Business Owners Manage Cash Flow, Reduce Taxes, and Grow Wealth
Areas of Focus
- Business Owners
- Financial Life Planning
- High Net Worth
- Investment Management
- Real Estate Investing
- Retirement Planning
- Tax-Efficient Planning
- Taxes
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
- Fee Only Network
Primary Location
249 Central Park Avenue, Ste 300-64, Virginia Beach, VA 23462
Video
Meeting Options
- Video Conference
- In-Person
- Phone
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 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
SEC Lookup
View DisclosureWho 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
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
