Fiduciary Support: We help you manage your fiduciary liability responsibly with an extensive six-step process that seeks to ensure an affordable, customized retirement strategy.
Independence & Integrity: We answer only to you, delivering advice with a open mind and disclosing all compensation.
Local Specialists: Locally, we have multiple Accredited Investment Fiduciary(R) advisors and a Chartered Retirement Plan Specialist. Our staff consist of dedicated, experienced professionals who love what they do and take client advocacy seriously.
Tools & Technology: We invest in robust tools designed to help you succeed. Our plan benchmarking and investment monitoring tools are supported by RPAG, one of the largest retirement plan investment management groups in the United States. You’ll also receive measured results through plan-level analytics.
Participant Support: We understand that the key to a successful plan is a successful participant. Customised engagement is provided at the participant level, from online tools to one-on-one participant support.
Meet the Team
We incorporate a team approach to the service we provide to our clients. Each of our employees works closely with the client, utilizing their unique abilities to best serve your needs.
Donald C. Raimey, Jr. CLU, ChFC, AIF
Don founded Leading Edge in 1981 and is the Managing Member for all four Leading Edge Companies.
Chief Financial Officer
Diane is Don’s wife of 33 years, and the co-founder of Leading Edge. She serves as Chief Financial Officer…
Retirement Plan Specialist
Accounting & Financial Analyst