Liebert Investment Management, LLC - Home

Liebert Investment Management is a local, family-owned firm that provides custom investment portfolios and needs-based financial planning. We offer:

  • Comprehensive financial, tax, and estate planning
  • Customized in-house portfolio management
  • Retirement income planning
  • Multigenerational planning
  • Superb client service

We work to manage clients’ financial well-being so that you can feel comfortable.

Most Recent Article

Which College Savings Plan Is Right for You?

View the article

Market Updates

Market Thoughts (video)

Weekly (12/11/17)

Monthly ( 12/05/17)

Jedediah-Liebert-Emblem-WM2016-02-resized