Services
What we do
Building personal wealth and financial security is both an art and a science. To be successful, one must use a variety of skills in planning, implementing and controlling the desired results.
*May involve other advisors
Liriano Wealth Advisory Group, LLC does not offer real estate services.
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.
***Liriano Wealth Advisory Group, LLC does not give tax or legal advice.
Fees and the account minimum are described in the firm's disclosure brochure and explained in writing before any engagement begins.
Yes. Planning is offered on its own, as a written plan for a fixed fee or hourly advice on a single question. The plan is yours to carry out wherever you choose. We are not here to replace what is already working for you, and there is no obligation to have us manage your accounts.
Investment management is billed as a percentage of the assets we manage. Financial planning is a fixed fee, and consulting is hourly. Eric is also an independent insurance agent and earns commissions when clients buy insurance through him. We would rather you hear that from us first. The disclosure brochure lists the current fee schedule.
