About Us
Why Us?
Built for trust. Designed for people who’ve earned it.
There’s no shortage of planners out there. But if you’ve ever walked away from a financial meeting feeling talked down to—or talked into something—you already know what makes us different.
At Leverage Planners, we lead with education, not sales. We explain things in plain English, give you the full picture, and help you make decisions that fit your life. Our job isn’t to impress you with charts or chase some hot stock. It’s to help you make smart, durable decisions with your money—so you can sleep better at night.
Clients tell us they appreciate our clarity. The research. The no-pressure tone. The fact that we listen before we ever talk strategy.
We use professional-grade tools. But we never forget who we’re working for.
We built this firm for people who’ve worked hard, planned ahead, and want to protect what they’ve earned. If that sounds like you—and you’re looking for a planning partner who talks like a person and acts like a fiduciary—we’d love to meet you.
→ Why Clients Choose Us
A small crew with deep roots—and one shared mission: your confidence.
We’re not a sales squad. We’re not a call center. We’re a tight-knit team of planners, educators, and service pros who believe retirement planning should feel personal, steady, and smart.
Each of us brings our own background—military, finance, psychology, service—but we show up with the same focus: to help clients move through retirement with clarity and calm. We know the stakes. And we plan accordingly.
David Donhoff
Principal & Financial Advisor
David’s background in business, behavioral psychology, and portfolio strategy all comes together in one goal: helping people retire with confidence and control. After decades in planning, he still treats every client conversation like it matters—because it does. He’s a fiduciary, a straight shooter, and the steady hand behind our process.
Jack W. McGovern
Financial Advisor
With 20+ years in the field and a third-generation Army legacy, Jack brings both precision and purpose to every plan. His clients value his discipline, his warmth, and the way he makes complex topics feel easy to understand. He doesn’t just plan. He serves.
Brandon Accardo
Client Service Team
Brandon is a trusted point of contact for our existing clients—supporting the day-to-day details that make long-term planning work. With over 14 years in financial services and a background in the U.S. Army, he brings discipline, care, and professionalism to every client interaction. From plan updates to coordination and follow-through, Brandon helps keep everything on track.
Our Community
We serve the kind of people you’d want as neighbors.
Our clients don’t all look the same on paper, but they tend to share a few things in common: they’ve worked hard, saved smart, and aren’t looking for flash—they’re looking for fit. For guidance that makes sense and a team that talks straight.
We’re proud to serve educators, blue-collar professionals, small business owners, and retirees from both the private and public sectors. Many are entering retirement. Some are already in it. All of them care deeply about doing things right—for themselves and the people they love.
Community isn’t a buzzword for us. It’s baked into how we operate. We host client education events, appreciation gatherings, and ongoing check-ins that go way beyond the first plan. Because retirement isn’t a one-and-done decision. It’s a journey. And we’re in it with you.
→ See Who We Serve
Headquarters | Bellevue, Wa
Branch Office | Mountlake Terrace, WA
Branch Office | Renton, WA
Virtual Office | Zoom
Bellevue Headquarters
Ridgewood Square
310 120th Ave NE,
Suite 205
Bellevue, WA 98005
Mountlake Terrace Branch Office
Redstone Corporate Center
6100 219th St SW,
Fourth Floor Suite
Mountlake Terrace, WA 98043
Renton Branch Office
Regus Triton Towers Three
707 Grady Way,
Sixth Floor Suite
Renton, WA 98057
Anywhere You Are
Available by secure Zoom video call—flexible, private, and just as personal.
Whether you’re across town or across the country, our virtual office is open. You’ll get the same thoughtful guidance and real-time support—no commute required.
Careers
Good people. Meaningful work. No drama.
We’re always on the lookout for thoughtful, mission-driven professionals who want to make a difference in people’s lives—and enjoy doing it as part of a steady, respectful team.
Whether you’re a licensed advisor, a service pro, or an operations specialist, Leverage Planners offers something rare in this industry: a place where doing the right thing isn’t a sales pitch—it’s just how we work.
We’re not flashy. We’re not corporate. We’re a small team that values clarity, collaboration, and good old-fashioned follow-through. If you care about helping others, enjoy solving real-world problems, and want to grow in a no-ego environment, we’d love to hear from you.
→ Explore Careers at Leverage Planners
Ready to Get to Know Us in Person?
If you’re curious whether we’re the right fit, let’s have a real conversation. We’ll talk about where you are, where you want to go, and how we might help.
→ Book a Free Intro Meeting → Learn More About Our Planning Process