Who We Work With


Our Clients

Our clients are goal-oriented and understand what they want to accomplish both from a personal and a business succession perspective. Our most successful clients include business owners, professionals, senior level corporate executives, and affluent individuals who all share the following characteristics...


  • Strong family commitment and values
  • High level of integrity
  • Respects long-term relationships
  • Prioritizes family legacy and harmony among members
  • Has a vision of the future for business and personal life


  • Is committed to helping the community through charity or civic organizations
  • Is well respected by the community


  • An individual or family, regardless of the level of affluence or complexity, who wants to complete or update an integrated retirement and estate plan and/or strategic giving plan
  • Respects and utilizes advisors and is open to new ideas
  • Is willing to take the time to plan and is honest about expressing feelings and concerns


Other Advisors

At Tony Deleon & Associates, we work with attorneys, accountants, trust officers and other financial advisors to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available.

When you collaborate with Tony Deleon & Associates, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients. We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments.

We are a results-oriented firm, and we will deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning. We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don’t hesitate to contact us.