Liebert Investment Management

We are a team that loves what we do and works hard, with care and compassion for our clients. We are paid by an assets under management fee that covers all financial planning, consultations, transaction costs, and account fees. We are an independent fee-based firm that serves our clients with full transparency and integrity. We are supported by the award-winning efforts of Commonwealth Financial Network®, which we rely on for its advanced planning and investment research capabilities. Like our clients, we are deeply committed to giving back to our community. Because of the in-depth planning and investing we offer clients, we limit the number of families we work with, so we give you the personalized, one-on-one attention you need to succeed. We do everything for our clients--from coordinating tax preparation, finding banks that offer higher yields, researching mortgage brokers, meeting with estate planning attorneys and CPAs, and more. Their mission was to create a firm that incorporated financial planning and sound, customized portfolio management under one roof.