John M Lesko


My entry into this field was a default event. The dot-com crash forced my hand as opportunities in the accounting systems industry dried up. My next move was to personal finance.

As time passed and the licenses and experience accumulated, I found that financial education was of greater interest than financial advising. That led to contracts with major health insurance and financial companies to help educate their clients.

During that journey, I encountered organizations offering what they claimed was “Financial Wellness.” Although I applaud their efforts, it wasn’t what I had expected.

So, in 2017 I created an LLC to join a movement to offer a more holistic approach that helps individuals take control of their financial lives.

Company History

After over a decade in the personal finance industry, I founded an independent Licensed Consulting firm. Our purpose is to provide objective, unbiased financial information and guidance.

As a former licensed investment advisor, I learned and practiced the importance of being a fiduciary, acting in my client’s best interest, not to any company. My wife Melanie, a licensed CPA, also adheres to those principles.

We believe those principles are why many individuals and organizations trust us with their educational outreach, including UHC, Ascensus, Fidelity, VSP, Medimpact, and Vanguard. Their clients range in size: Samsung, GPO, ACE, Federal Reserve, and NY Times.

As an individual or organization, we invite you to join the ranks of the others.


Melanie B. Lesko
Melanie B. LeskoCPA