Liriano Wealth Advisory Group, LLC was founded by Eric Liriano in 2013 and is registered as an investment adviser with the Commonwealth of Massachusetts. Eric owns the firm and works with every client himself. Independence means the plan starts with your situation, and every recommendation comes with its reasons.
Liriano Wealth Advisory Group, LLC consists of a team of dedicated professionals committed to providing the highest quality services to our clients. We employ the highest standards, ethics and respect for each client's confidentiality and specific needs.
We always endeavor to deliver innovative strategies to each of our clients, and remain vigilant in monitoring and quickly responding to changes in the client's situation. We are diligent in providing well-reasoned advice, implementing agreed-upon strategies and aligning each client's objectives and requirements with suitable financial, insurance and benefits plans, products and providers.
How is the firm organized?
“In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.”
Eric Liriano, CFP®Founder
01
Independent and owner-run
Eric Liriano is the sole owner and the firm's chief compliance officer. There is no parent company.
02
A registered investment adviser
The firm registered as an investment adviser with the Commonwealth of Massachusetts in 2025 and is held to a fiduciary standard when giving investment advice. Its disclosure brochure describes its services, fees, and conflicts.
03
Assets held elsewhere
The firm does not hold client money. Accounts are held at an independent custodian, and many are managed on the AssetMark platform.
04
Paid for advice
We earn fees for planning and management. Eric also earns commissions on insurance he sells as an independent agent. We disclose that arrangement in writing, because you should hear it from us first.
The person behind the firm
Eric Liriano, CFP®, has spent more than 25 years helping families, executives, and business owners understand how the pieces of their financial lives fit together, and plan accordingly. He founded the firm in 2013 and moved it to independent registration in 2025.
Every registered investment adviser publishes a brochure (Form ADV Part 2) describing its services, fees, conflicts of interest, and the background of its advisors. Ours is here. Read it, and ask us about anything in it. Honest advice starts with telling you how we are paid.
