Liriano Wealth Advisory Group | Financial Advisor, Newton MA

Where Do You Want Your Financial Roadmap to Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. That is why every client gets our undivided attention, from planning to execution to follow-up.

We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

At Liriano Wealth Advisory Group, LLC, we strive to create a personalized financial road map that may guide you toward your desired destination. We seek to simplify complex financial terms and planning options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

Which of these sounds like you?

Most clients come to us at one of these turning points. They look like three separate problems. They are not. A decision in one changes the other two, so we plan all three as one.

Leaving work

Your paycheck will stop. Your cash flow should not. We plan which accounts to draw from, in what order, and what each choice does to your taxes.

Retirement planning

Arranging your estate

You want what you own to reach the people you intend, with as little lost to taxes, fees, and delay as possible. Your attorney writes the documents. We make sure your accounts, titles, and beneficiaries follow them.

Estate planning

Selling a business

The company is likely your largest asset, and a sale turns it into money that has to last the rest of your life. We plan the years before the sale and manage what comes after it.

Business exit planning

A misty rocky coastline bordered by a dense pine forest in Maine

One plan. Your attorney, your CPA, and us, working from the same facts.

Investment, tax, and estate decisions affect each other. Many people have a good attorney and a good CPA who have never spoken to each other, and the client ends up carrying the gaps. We are not here to replace either of them. With your permission, we share the plan with both, ask them what we have missed, and keep the three parts consistent as your situation changes.

Your attorney drafts the documents. We make sure the accounts, titles, and beneficiaries line up with them.
Your CPA files the return. We plan withdrawals and gifts with the tax picture in view.
You keep the attorney and CPA you already trust. We help the whole team perform for you at a higher level.

How we work

You

Your estate attorney

Your CPA

Liriano Wealth Advisory Group

Understanding how money really works

Protect

Full Protection First and Forever.

Grow

Optimal Financial Balance with Efficiency and Cost Management.

Enjoy

A refreshing new approach to financial decision making, unlocking your full Financial Potential.

Executives and Professional Business Owners

Explore ways to maximize the spend-down of a business asset. For executives, understand and get the most out of employer-sponsored benefit plans. In all cases, properly coordinate with estate planning efforts for true financial success.

Learn more

Meet Eric Liriano, CFP®

Eric E. Liriano, CFP®, is the Founder and Principal of Liriano Wealth Advisory Group, LLC, an independent Registered Investment Adviser (RIA) dedicated to helping individuals, families, executives, and business owners make confident and informed financial decisions. With more than 25 years of experience in financial planning and wealth management, Eric brings a broad perspective to the complexities that often accompany financial success.

Clients tend to stay with him for a long time, and he still works with every one of them himself. Long relationships built on trust are what this firm was built for.

Read Eric's background

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AssetMark

Investment accounts managed on the AssetMark platform.

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Accounts held at Charles Schwab.

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Questions people ask before they call

Start with a conversation

Tell us where you are and what you are trying to work out. We will listen, ask a few questions, and say honestly what we would start with. There is no charge for the first conversation, no obligation after it, and no pressure at any point.

Schedule a conversation

Prefer the phone? Call 617-969-2933, Monday to Friday, 8:00 AM to 5:00 PM.