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Here’s the difference - we’re human, too.

The team that creates Malnik Wealth Management is a father and son - a real family of real people. We have endured the same market fluctuations, experienced the same financial challenges - and come out the other side. Our goal is to give others their own roadmap to do the same.


Since our clients come to us for every milestone - marriage, college, retirement, you name it - we start to form a friendship. Your milestones matter. As the ones who help prepare you for each of them, we are always eager to see you do your best.

Let’s build your wealth together - and have fun doing it.

Get in Touch

Leon Malnik Photo
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Leon Malnik

Leon Malnik

Leon Malnik

With 50 years of financial planning experience, Leon has been there, done that. History repeats itself, and Leon has had the opportunity to watch the market make the same move - multiple times. With this patience and perspective, Leon knows how to find financial success that can (actually) last a lifetime.

Josh Malnik Photo
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Josh Malnik

Josh Malnik

Josh Malnik

As the son of Leon, Josh has had the opportunity to watch what makes his father succeed, and learn from it. Today, he is ready to take on the role of financial advisor and follow in his fathers footsteps when the time comes for Leon to enter retirement. These family values of patience, good-will, and intellect will live on in Malnik Wealth Management for many years to come.