At Libra Asset Management, we guide individuals in planning for their future while seamlessly managing the daily necessities of today. Forward-looking yet present-focused, our ethos centers on the belief that everyone seeks balance across mind, body, and spirit – in family, profession, and personal life. From addressing today's bills to preparing for college tuition, retirement, and beyond, we provide tailored financial solutions.
💼 Diverse Clientele, Real Needs
Serving families, business owners, professionals, teachers, and blue-collar workers, we ensure a personalized approach. We're more than just "wealth" or portfolio managers – we actively engage with our clients, valuing their priorities and goals.
📈 Comprehensive Planning, No Timelines
While we aim for accumulation, income, retirement, and estate planning, life's complexity may alter paths. We meet you where you are, addressing your unique situation and evolving needs.
💡 Financial Balance
Believing a balanced life leads to happiness, we extend this principle to your finances. To learn more about how we work visit www.planwithlibra.com.
💸 Transparent Service
We're agnostic on fees – whether commission-based or fee-based, we're here to serve and ensure you're compensated fairly. Ask us anything about our compensation; we believe in transparency and respect.
Securities and Advisory Services are offered through Cadaret Grant & Co. Inc., a Registered Investment Advisor, and Member FINRA (www.finra.org) /SIPC (www.sipc.org). Libra Asset Management, JBS Asset Management and Cadaret Grant & Co. Inc. operate as separate entities. Financial professionals on this site are registered for securities and insurance business in specific states. Contact with residents of other states complies with applicable licensing and registration requirements. This information is intended for U.S. residents and does not constitute an offer to sell brokerage services to persons outside the United States.
Company Details
- Founded
- -
- Address
- Syracuse, Ny, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://atriawealth.com
- Keywords
- Financial Planning, Financial Advisory, Wealth Management, Financial Literacy, Investments, Insurance, Planning, Retirement Planning, Risk Management.
- HQ
- Syracuse, NY
Libra Asset Management Questions
Libra Asset Management's website is https://atriawealth.com
Libra Asset Management's LinkedIn profile is https://www.linkedin.com/company/libra-asset-management
Libra Asset Management's industry is
Financial Services
Libra Asset Management's top competitors are
Libra Wealth,
Libra Wealth Consultants,
Libra Investment Services / Apollo®,
Bank Magic,
Jbs Asset Management,
Jv Partners,
Healing Truth Center,
Libra Advisors,
H2f Pty Ltd,
Matter Synergy Enterprises.
Libra Asset Management's categories are Financial Services
Libra Asset Management's founding year is 2023
