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Leibman Financial Services
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Leibman Financial Services
We help people manage their finances to pursue their life goals — as fiduciaries, on your side, with the conversation always free.
What We DoWe manage clients’ investments in advisory accounts on a fiduciary basis — your interests come first, always. We’re paid a percentage fee, so our only goal is growing your bucket, not chasing a sale. We’re not a sales organization. No quotas, no new-business goals. Just retirement, education, a new home, a career change, legacy planning — whatever matters to your life. The talk, and the planning behind it, is always free. |
How We Do ItTalking with clients, researching investments, and managing portfolios — that’s the whole job. We custody assets with LPL Financial, which lets us build individually-managed accounts around your specific goals. We handpick securities and perform research in-house. We love the sweeter things in life, but we don’t do pie charts or cookie cutters here. |
For WhomOur most important work is for people who need their money managed well over the long term — really. Some have more than they could ever spend; others have little to manage. We’ve always served the folks in between. We don’t serve a niche market — we have a niche market of the mind. We aren’t right for everyone, but we strive to be the best we can be for the people we fit with. |
Let’s talk about your buckets.
Free to talk. Free to plan. No obligation — just a conversation about connecting your money to your real life.
http://www.228main.com · invest wisely, spend well
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