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Andrew Leeman

Virtual Financial Adviser for Millennial American Expats & Seekers

Andrew Leeman is the founder and Virtual Financial Adviser at Yes Wealth Partners, LLC, where he specializes in providing independent wealth advisory services. His focus is particularly on assisting U.S. immigrant and expatriate families, with an emphasis on those with ties to both the United States and Switzerland.1

Leeman has a background in financial services that spans several years, during which he has developed expertise in aligning clients' dreams, goals, and values with their financial strategies. He aims to create personalized financial plans that cater to the unique needs of his clients.

Before founding Yes Wealth Partners, Leeman held positions in various financial advisory roles, including a tenure at Swiss American Wealth Advisors starting in November 2021, where he contributed to the firm's financial planning growth and operations.23 His professional journey reflects a commitment to enhancing client financial well-being through tailored advisory services.

Highlights

May 26 · ealthpcg.com
Our Team - Wealth Partners Capital Group
Meet Our New Team Member Andrew Leeman
Meet Our New Team Member Andrew Leeman
Aug 8 · en.wikipedia.org
Lehman Brothers - Wikipedia

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Andrew Leeman
Andrew Leeman, photo 1
Andrew Leeman, photo 2
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Location

Westlake, Ohio, United States