A complete list of active advisors currently associated with Libra Wealth LLC

Warmer can help you find a great advisor at Libra Wealth LLC or one who fits your needs even better.

Libra Wealth LLC provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, trusts, and estates, delivering wealth management (Personal CFO) engagements, stand‑alone investment management, financial planning, and donor‑advised fund services. The SEC‑registered firm manages roughly $639.8 million in discretionary client assets for about 143 clients, supported by a four‑adviser team operating from seven offices. The firm’s investment approach is grounded in Modern Portfolio Theory and the Fama‑French three‑factor model, emphasizing long‑term, risk‑based portfolio construction implemented primarily with low‑cost, passively managed mutual funds and ETFs. Libra tailors portfolios to client objectives and tolerance, acts as a fiduciary for retirement and other accounts, and may implement portions of client portfolios through unaffiliated independent managers while providing ongoing oversight. Distinctive features include an atypically large multi‑office footprint for a four‑advisor team and a fee model that relies on fixed, case‑by‑case advisory fees rather than the more common percentage‑of‑AUM structure. The firm participates on the Schwab Advisor Services platform and supports Schwab Charitable donor‑advised funds (without charging an investment management fee for the DAF) and discloses that it receives certain economic benefits from Schwab.

To learn more about the advisors currently working at Libra Wealth LLC, 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.