A complete list of active advisors currently associated with Leibman Financial Servces, Inc.

Warmer can help you find a great advisor at Leibman Financial Servces, Inc. or one who fits your needs even better.

Leibman Financial Services provides investment advisory and planning services to individuals (including high-net-worth clients), trusts, estates, and business entities, offering discretionary and non‑discretionary asset management, a portfolio monitoring service, written financial plans, and management of donor-advised funds. The firm delivers advice and implementation through licensed investment adviser representatives and works with custodians to hold client assets in separately titled accounts. Investment approach centers on a value-oriented, long-term strategy with tactical asset-allocation flexibility and fundamental analysis, emphasizing individual securities and periodic rebalancing. The firm conducts household-level management when appropriate, allows clients to impose investment restrictions, and reviews managed accounts regularly. Distinctive aspects include participation in wrap-fee programs, a feature that is uncommon among comparable team firms, and providing active management for donor-advised funds through a specific DAF administrator, arrangements the brochure discloses can create conflicts of interest and are addressed by an impartial conduct standard and periodic review. The advisory team is small and recently registered at the federal level, and its representatives are also registered with LPL Financial, a dual role the firm identifies as relevant to custody and execution choices.

To learn more about the advisors currently working at Leibman Financial Servces, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.