Lenning & Associates is a financial planning firm committed to providing tailored, goal-oriented strategies that help clients achieve long-term financial success. The firm offers a wide array of services, including investment options such as stocks, bonds, IRAs, and annuities, alongside retirement, tax, estate, and college planning. Additionally, they provide accounting services like bookkeeping, payroll, business setup, QuickBooks support, and specialized tax services for individuals, businesses, estates, and nonprofits.
What truly sets Lenning & Associates apart is its family-centered approach, which emphasizes trust, empathy, and building meaningful, lasting relationships with clients. At the heart of this approach are the strong family values upheld by founder Nicholas Lenning and his wife Desiree, whose contributions have been critical to the firm’s success.
In an industry often dominated by numbers and cold calculations, Lenning & Associates stands out by prioritizing personal relationships, community involvement, and a deep understanding of the financial challenges clients face. For Nicholas, financial planning is more than just a career—it's a passion that is deeply rooted in his own journey, which shapes how he serves his clients today. Outside of work, Nicholas is passionate about golf and cars, hobbies that reflect his appreciation for precision, strategy, and the pursuit of excellence—values that he brings into his professional life.
From the start, Nicholas and his wife Desiree embraced a family-oriented approach that has become a driving force behind their success. “Family support isn’t just a role, it is our biggest factor in success,” Nicholas says. Desiree has played a pivotal role in building the business, balancing motherhood with representing the firm at networking events, connecting with potential clients, and embodying the care and dedication that defines their values. Nicholas reflects, “I will always give a lot of credit to my wife who helped me build this business while maintaining her most important role as mother of our child.” This partnership lies at the heart of Lenning & Associates, ensuring that clients feel supported and understood as they would by family.
The presence of their baby girl, born just a month before they opened their office, helped humanize the firm and forge personal connections with clients. As Nicholas shares, “As an owner and father, raising both our child and our business, it’s easy to show our clients that family—and the future of our families—are what keeps us going.” Their daughter, often greeting clients with a bashful smile, further strengthened the firm’s warm, family-centered atmosphere.
The firm’s family-oriented culture extends to how it works with clients. Lenning & Associates doesn’t just focus on meeting immediate financial needs; it is deeply committed to long-term planning. Nicholas’s own experience working in blue-collar fields, where he witnessed the challenges of navigating financial systems, inspired him to create a space where individuals from all walks of life feel heard. The firm’s focus on understanding clients’ unique goals—whether related to family, community, or personal values—drives their financial strategies. "We are eager to learn about our clients' family, community, faith, hobbies, and interests so we can find the inspirational root of their financial goals," Nicholas explains, ensuring that each client receives personalized care and a financial strategy that reflects their individual needs and aspirations.
This commitment to understanding each client on a deeper level has fostered lasting relationships built on trust and empathy. “We handle every client like our own,” Nicholas says, a philosophy that has allowed the firm to build strong, enduring connections. This approach not only benefits clients but also creates a supportive work environment, where the team at Lenning & Associates works together to help clients achieve financial security.
In addition to their work with clients, the powerhouse duo is dedicated to giving back to the community. Nicholas and Desiree are passionate about supporting local families, small businesses, and charities, as seen in initiatives like “A Day of Giving,” which helps local families during the holidays. Philanthropy is not just a core value but also integrated into the firm’s financial planning services, with clients encouraged to incorporate charitable giving into their long-term strategies. This empowers clients to make a meaningful impact on causes they care about while also benefiting from the tax advantages associated with charitable contributions.
As Lenning & Associates looks to the future, its long-term vision remains focused on growth, community, and legacy. Nicholas’s personal goals for his family—happiness, health, and comfort—mirror the goals of the firm, which is dedicated to helping clients achieve the financial confidence and freedom they deserve. As the firm continues to expand in the West Valley, its commitment to family values and serving clients with integrity and empathy remains at the core of everything they do.
For more information about Lenning & Associates and the services they offer, visit their website www.lenningaz.com or follow them on Facebook at www.facebook.com/LenningAssociates
“As an owner and father, raising both our child and our business, it’s easy to show our clients that family—and the future of our families—are what keeps us going.” - Nicholas Lenning, Founder of Lenning & Associates