Our Story

A fee-only advisory firm. On purpose.

What does that mean? Our only incentive is to deliver the best results to our clients. That’s unlike many big-name firms, which may receive hidden commissions or kickbacks from certain funds or investment products.

$400M+

Assets advised by our team

20 yrs

Licensed CFA/CPA experience

CPA+CFA

On every client relationship

$0

Commissions, ever

Your Advisors

Our Founders

CPA · MBA, DUKE

Brian Liebert

Brian is a licensed CPA for 20 years with an MBA from Duke University. An entrepreneur at heart, Brian loves working with business owners, freelancers, and high net worth individuals. He lives in Westport, Connecticut with his wife and two young daughters.

CFA · Wall Street · INVESTMENT ADVISOR

Luis Sanchez

Luis is a CFA who spent his career at Wall Street firms and hedge funds before opening up a Registered Investment Advisory (RIA) firm where he has advised on over $400M in assets. He lives in Florida with his wife and son.

How we work

Fee-only, always
No commissions, no product sales, no kickbacks. You pay us directly, so our only incentive is your result.
Smarter investments & taxes
A CPA and a CFA work from the same numbers, so your portfolio and your tax plan are built together, not in separate offices.
Here when life happens
We meet 3–4 times a year, and we're here between meetings to help you navigate the major financial decisions as they come up.

What you can count on.

Start your journey today

Schedule a free consult