Why Work With Us?
We offer a full spectrum of financial advisory and wealth planning services supported by low-cost, tax-efficient, globally diversified portfolios.
What Makes Us Different?
As a SEC-registered fiduciary advisor, we always place your best interests first as we develop a customized plan to help you achieve your long-term financial goals.
How Can We Serve You?
See our Wealth Planning page for some of the many ways we can help you and your family.
Team
Chairman and Chief Executive Officer
President and Chief Compliance Officer
Chief Client Officer
Chief Investment Officer
Director of Wealth Planning
Chief Marketing Officer
Chief Technology Officer and Information Security Manager
Manager of Trading Operations & Marketing
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor and Compliance Manager
Client Relationship Manager
Client Relationship Manager
Client Relationship Manager
Client Relationship Manager
$1.75 Billion | UNDER MANAGEMENT*
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Liberty Learnings
If anything good has come from the last few years of uncertainty and volatility, it’s that many of us are seeking to become more financially literate. We’re more aware of our finances and are better at prioritizing our expenditures. We’re also more aware of how important it is to save for the future, while still enjoying the present moment. However, when it actually comes to our actions, we aren’t always completely rational. Part of our...
Market volatility can be unnerving and stir up a lot of emotions, but there are some evidence-backed approaches that can help keep your portfolio on track to achieve your long-term financial goals. Risk management - the act of identifying your level of risk tolerance and working to maintain that in a portfolio1 - is a key component of a successful long-term portfolio. It is particularly powerful when applied to a globally diversified portfolio. Working alongside...
Has a dog or cat grabbed hold of your heart? It doesn’t take much. There are many benefits to owning a pet. And with animal shelters across the U.S. frequently at max capacity, there are a record number of animals available for adoption1. Whether you’re looking to adopt or purchase, you need to be aware of the true cost of owning a pet. Here are a few things to think about: Your Initial Investment The...