DrewLeisure- Financial Advisor Arlington, VA

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About Drew Leisure

As a fiduciary adviser at a non-captive, independent RIA, I offer clients the freedom and flexibility that only true independence allows. Our planning-first, team-based approach means every recommendation is made in your best interest - with no proprietary products, no corporate agenda, and no one-size-fits-all advice.

I believe every client deserves more than just a single point of contact - which is why I ensure each relationship is supported by at least two advisers from day one. While I lead all new client relationships in the DMV, our team-based model brings in the added strength of a second adviser for collaboration, a CPA for integrated tax-aware planning, dedicated researchers, and an in-house client service team for day-to-day needs.

Based in Arlington, VA, I enjoy meeting with my clients in person, although I am flexible to work virtually as the working relationship requires. With clients across the DMV area and our home office located in North Carolina, I have been able to service clients without distance getting in the way. I specialize in helping federal employees, families in transition, and professionals who want thoughtful planning and long-term partnership - not just performance reports.

Outside of work, I enjoy time with my wife exploring the outdoors and new cuisines, working on my golf game, and living the life we're planning for, too. If you're looking for an adviser who brings transparency, flexibility, and a full team to your corner -I'd love to connect.

See Disclosures

General Information

Firm Start Year

2018

No. of Employees

automated call

CRD#

6295263

Firm CRD#

297243

Insurance License#

17097875

Name of Custodial Firm

Fidelity

States Licensed in

VA, MD, DC, NC, NY

Years of Experience in Financial Services

Work Experience

I started my career in financial services over a decade ago at a major insurance and investment firm, where I gained deep experience in protection and investment planning. It was a strong technical foundation, but I knew early on that I wanted to go beyond product-focused work and build comprehensive plans that help people make progress across all areas of their financial life. That led me to transition into a more holistic planning environment - incorporating cash flow strategies, tax-efficient investing, and more advanced planning techniques.

After gaining experience in both large organizations and boutique firms, I made the strategic decision to join the independent RIA, BSG, alongside the original advisers that I trained with at the very start of my career. That move brought everything full circle - partnering with a team I trust, in a structure that supports independent, non-captive, client-first advice.

I'm proud to have built long-term relationships with clients who value straight answers, complete transparency, and a personal connection with their adviser. I see myself as a long-term partner - not just a manager of assets - and I wouldn't have it any other way.

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 66

Insurance and Annuity Licenses

Life, Long Term Care, Disability

Firm Information

Firm's Number of Clients

500+

Firm's Number of Planning Clients

250+

Assets Managed by Firm

$100,000,000+

Advisor's Number of Clients

100+

Advisor's Number of Planning Clients

Assets Managed by Advisor

$20,000,000+

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Flat Fee

Education

BSBA Financial Management -

East Carolina University
2008 -2012

Disclosures

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Additional Detailed Disclosures
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Drew Leisure

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