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Liriano Wealth Advisory Group

Disclosures

Disclosures

The regulatory information a client or prospective client is entitled to see, in one place.

Registration

Liriano Wealth Advisory Group, LLC is an investment adviser registered with the State of Massachusetts. Registration with a state securities authority does not imply a certain level of skill or training. Additional information about the firm and our personnel is available on the SEC's website at www.adviserinfo.sec.gov. Liriano Wealth Advisory Group, LLC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. All electronic communications sent or received are stored and may be subject to review by regulatory authorities or others with a legal right to do so.

Although we offer comprehensive planning that may include tax, estate, and wealth preservation considerations, as mentioned above, we are not CPAs or attorneys. Any specific tax or legal questions that arise from working with us will need to be referred to a competent tax or legal professional before implementation.

Form ADV Part 2 disclosure brochure

Our brochure describes the firm's services, fees, conflicts of interest, and the background of its advisor. We deliver it to every client before or at the time of signing an agreement, and it is available here at any time.

Download the disclosure brochure (PDF)Form ADV Part 2A and 2B, dated August 6, 2025, PDF

Brochure dated August 6, 2025. If you would like a paper copy, call 617-969-2933.

Conflicts of interest

  • Eric Liriano is licensed as an independent insurance agent and earns commissions when clients buy insurance through him. This creates an incentive to recommend insurance. Clients are never required to buy insurance through Eric or through the firm.
  • When the firm recommends rolling a retirement account into an account it manages, the firm's fees increase. The firm recommends a rollover only when it believes the rollover is in the client's best interest.
  • The full description of these and other conflicts is in the disclosure brochure.

Not tax or legal advice

Liriano Wealth Advisory Group, LLC does not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

Links to other sites

This site links to sites run by other organizations, including custodians, insurers, regulators, and publishers. We do not control those sites and are not responsible for their content, accuracy, or privacy practices. A link is not an endorsement.

CFP® certification marks

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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