About Liberty Wealth Advisors
Liberty Wealth Advisors is a full-service wealth management firm for high net worth individuals and businesses. We create comprehensive, personalized financial plans to help you toward achieving your unique financial needs and goals. Our professionals have been providing high-end, fully customized wealth management services since 1988.
As an independent and Registered Investment Advisory firm (RIA), we focus over twenty-five years of experience on providing seamless, effective solutions for Wealth Management, Retirement Income Planning, Estate & Legacy Planning, College Savings, Tax Strategies, Charitable Giving and Philanthropy, and more. All client assets are held at an independent third-party custodian, Pershing LLC, a subsidiary of the Bank of New York, which oversees nearly $1 trillion of client assets.
Your financial life is complex, and we take pride in coordinating and simplifying the many aspects of your financial situation. We serve as the central hub to our clients’ entire financial lives, coordinating with external professionals, like lawyers and CPAs, as well as with external advisors, to make sure all aspects of your financial situation are correctly aligned and all working towards achieving the goals that matter most to you.
We deeply value our relationships with our clients and take pride in developing long-term, trusting partnerships with our clients. We believe in operating with honesty, transparency, and integrity, and take pride in adhering to the fiduciary standard.