Company History
Leading Edge was founded in 1981 by President and Owner Donald C. Raimey, Jr. The company started as a diversified financial services company offering benefit, human resource, retirement plan and wealth management services to Southwest Florida businesses.
Over the past 35 years we have had the privilege of working with some of Florida’s finest employers, representing a diverse array of industries from hospitality to medical, including multi-location and multi-state entities.
The Leading Edge family of companies are organized into four distinct core service companies that strive to provide our clients with an integrated, comprehensive approach to their benefit, human resource, retirement plan, and wealth-protection needs.
Leading Edge Benefit Advisors, LLC is a wholly owned subsidiary of Leading Edge Companies and is headquartered in Fort Myers, Florida.
Values
Fiduciary Support: We help you manage your fiduciary liability responsibly with an extensive six-step process that seeks to ensure an affordable, customized retirement strategy.
Independence & Integrity: We answer only to you, delivering advice with a open mind and disclosing all compensation.
Local Specialists: Locally, we have multiple Accredited Investment Fiduciary(R) advisors and a Chartered Retirement Plan Specialist. Our staff consist of dedicated, experienced professionals who love what they do and take client advocacy seriously.
Tools & Technology: We invest in robust tools designed to help you succeed. Our plan benchmarking and investment monitoring tools are supported by RPAG, one of the largest retirement plan investment management groups in the United States. You’ll also receive measured results through plan-level analytics.
Participant Support: We understand that the key to a successful plan is a successful participant. Customised engagement is provided at the participant level, from online tools to one-on-one participant support.
