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William LeBoeuf, CPFA


William “Bill” LeBoeuf entered the industry in 1994 and worked with wealthy and aspiring people of all ages providing confidence in the service and growth of their hard-earned savings. Bill believes technology has changed the investment business by producing high levels of access to information at a low cost. However, Bill knows that this access is paralyzing to the amateur investor. Utilizing his experience, Bill has garnered a healthy level of support from his longtime clients by truthful, fair and transparent engagement about all aspects of the financial services industry.


Bill holds a bachelor’s degree in business administration majoring in finance from the University of Arizona. An advocate for continued education, Bill has also earned the Certified Plan Fiduciary Advisor (CPFA®) designation.


Outside of the office, Bill has supported the Greater Dayton YMCA since 1995. He served as Chairman of the Board of Directors from 2017 to 2018 and received recognition for his leadership for running the Annual Campaign in three consecutive years, was a Mission Partner for the Early Childhood Education (ECE) Branch, and helped lead the ECE Branch by forming a strong advisory board of local education leaders and overseeing the growth of the budget from $4 Million to $6.5 Million, annually. In 2007 Bill joined the Greater Dayton YMCA Board of Directors and was instrumental in writing the Endowment Review Policy for the Development Committee.


Additionally, since 2000 Bill has served as a Director for the Western Golf Association Evans Scholars Foundation, raising over one million dollars to send hard working caddies with excellent character and academic performance from Moraine Country Club to Ohio State or Miami University on a four-year tuition and housing scholarship. When you visit Bill’s office you think you might just be in golf hall of fame.


An avid and distinguished golfer, it is not hard to get Bill out on the golf course. Aside from his love for golf, Bill loves to spend time with his wife, Leigh, and boys, Penn, Ole, Henrik and Richard.


Bill holds FINRA 65 Securities licenses. 

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