• RIA Edge Podcast: The Power of Specialization with Andrew Leonard

  • Apr 29 2025
  • Length: 51 mins
  • Podcast

RIA Edge Podcast: The Power of Specialization with Andrew Leonard

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  • Summary

  • In this episode of the RIA Edge Podcast, host David Armstrong chats with Andrew Leonard, founder and partner at Geometric Wealth Advisors, about how the firm has rapidly grown to over $1 billion in AUM since Leonard founded it by catering to a specific client niche: executives working inside large consulting firms like McKinsey, Bain, …

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