About Peter Leonczyk, AIF®

Father. Coach. Outdoorsman. Financial Co-Pilot.

Most people expect a financial advisor to begin with numbers. I begin with your story.

I believe financial planning is about more than account balances and spreadsheets. It is about your life, your family, and the legacy you are building every day. As an independent financial advisor with Cambridge Investment Research, Inc., I provide personalized financial planning and investment management for individuals, families, and small business owners throughout Ludlow and Western Massachusetts.

Since 2013, I have focused on delivering goal based financial advice rooted in honesty, transparency, and long term strategy. My work includes comprehensive financial planning, retirement income planning, and disciplined investment management designed to align your finances with your values and future goals.

Whether you are preparing for retirement, navigating a major life transition, or building wealth for the next generation, my role is to provide structure, clarity, and steady guidance so you can move forward with confidence.

A Different Kind of Game Plan

I grew up in a family that believed in showing up for people and doing what you say you will do. Around our house, your word was your bond. Doing the right thing when no one is watching is not just advice. It is a responsibility. That principle guides how I serve my clients today.

Whether I am coaching youth sports in Ludlow or sitting across the table from a family discussing their retirement plan, my approach is the same. I am in the huddle with you. I listen first. I simplify what feels complex. And I stay present when life changes unexpectedly.

Financial advice should feel collaborative, not transactional. My role is not simply to manage investments, but to serve as a long term partner who understands your goals, your concerns, and what truly matters to you.

Beyond the Office

As a financial advisor in Ludlow, I believe you cannot truly guide a community unless you are actively part of it. My commitment to financial planning and wealth management is closely tied to the people and families who call Western Massachusetts home.

I proudly serve as a Board Member for the Ludlow CARES Coalition and the Randall Boys & Girls Club, supporting organizations that strengthen local families and invest in the next generation. Community involvement is not separate from my professional life. It reinforces the responsibility that comes with helping clients build financial stability and long term security.

Time outdoors also shapes my perspective. Whether on the Connecticut River fishing with family or enjoying a quiet round of golf, those moments reinforce the value of patience, discipline, and thoughtful planning. The same qualities that guide successful investing.

Above all, my greatest priority is my family. My wife Jessica and our three children, Emma, Parker, and Hadley, are daily reminders that legacy is not just a financial concept. It is the life you build and protect for the people you love. The same care I bring to my own family is the standard I bring to the financial advice I provide to clients across Ludlow and the surrounding communities.