Kyle Leikam

Kyle A Leikam is a Certified Exit Planning Advisor (CEPA), Chartered Retirement Plan Specialist (CRPS), and Accredited Portfolio Management Advisor (APMA) specializing in working with affluent households and small business owners as they navigate the complex process of exiting their businesses. Based in Buffalo, NY, Mr. Leikam brings a wealth of expertise to the table, providing tailored financial advice and strategic planning solutions.

With a deep understanding of business transitions and retirement planning, Mr. Leikam has earned a reputation for helping clients achieve their financial goals while ensuring a smooth transition during critical life events. As a trusted advisor, Mr. Leikam takes pride in guiding clients through the complexities of portfolio management, exit planning, and retirement strategies.

Outside of work, Mr. Leikam enjoys golfing and spending time with family. Residing in Fredonia, NY, with his wife and son, Mr. Leikam is actively involved in the community, serving on the board of the SUNY Fredonia College Foundation, the United Way of Northern Chautauqua County, and the Northern Chautauqua County Community Foundation. This commitment to community service reflects his belief in giving back and supporting local initiatives.

Mr. Leikam’s combination of professional expertise and dedication to community service makes him a valuable resource for clients and a respected member of the community.