Five Star award winner Leah Hadley, AFC®, CDFA®, MAFF®

PROFESSIONAL PROFILE

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Leah Hadley, AFC^®, CDFA^®, MAFF^®

Founder/Senior Financial Advisor

Intentional Wealth Partners

7017 Pearl Rd., Suite 12

Middleburg Heights, OH 44130

Office: 440-545-1001

leah@intentionalwealthpartners.co
www.intentionalwealthpartners.co

Professional Approach

As the Founder/CEO of Intentional Wealth Partners and Intentional Divorce Solutions (formerly known as Great Lakes Divorce Financial Solutions), Leah Hadley strives to help clients secure their financial independence through a strategic financial planning process. With more than 15 years in the financial services industry, she affirms her dedication to empowering clients as they become more knowledgeable investors. Along with her financial leadership skills and commitment to client education, Leah has extensive investment experience in equity research at firms like Longbow Research and Ferris, Baker Watts.

In her spare time, Leah enjoys reading, hiking, boating, and spending time with her husband, three children, and three dogs.

Professional Credentials:

Accredited Financial Counselor (AFC®)
Certified Divorce Financial Analyst (CDFA®)
Master Analyst in Financial Forensics (MAFF®)

Professional Associations:

Member, Institute for Divorce Financial Analysts (IDFA)
Member, National Association of Certified Valuators and Analysts (NACVA)
Member, Association for Financial Counseling & Planning Education (AFCPE)
Membership Chair, Center for Principled Family Advocacy
Director of Corporate Partnerships, National Association of Women Business Owners (NAWBO) Cleveland Chapter

See Accomplishments

This award was issued on 8/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 5/31/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1665 Cleveland-area wealth managers were considered for the award; 56 (3% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,721, 52, 3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 1685, 51, 3%, 7/1/22, 10/25/21 - 4/22/22; 2021: 1692, 48, 3%, 7/1/21, 7/6/20 - 5/14/21; 2020: 1548, 62, 4%, 3/1/20, 5/13/19 - 1/24/20; 2019: 1558, 71, 5%, 2/1/19, 5/16/18 - 12/7/18; 2018: 1437, 53, 4%, 2/1/18, 5/22/17 - 12/12/17; 2017: 872, 117, 13%, 1/1/17, 4/26/16 - 12/27/16; 2016: 828, 123, 15%, 1/1/16, 7/27/15 - 12/31/15; 2015: 1595, 130, 8%, 2/1/15, 7/27/14 - 12/31/14; 2014: 1838, 151, 8%, 2/1/14, 7/27/13 - 12/31/13; 2013: 1485, 169, 11%, 2/1/13, 7/27/12 - 12/31/12.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.