About Libra Asset Management
Libra Asset Management, founded in 2023, provides financial planning, financial advisory, wealth management, and investment services. We also help with insurance, retirement planning, and risk management.
We provide tailored financial solutions to help you plan for your future while managing current financial obligations like daily bills, college tuition, and retirement savings. We serve a diverse clientele, including families, business owners, professionals, teachers, and blue-collar workers. We personalize our approach to financial management for each client.
We emphasize direct engagement with clients to align our services with their priorities and goals. Securities and Advisory Services are offered through Cadaret Grant & Co. Inc., a Registered Investment Advisor, and Member FINRA/SIPC. Libra Asset Management operates independently from Cadaret Grant & Co. Inc.
Mission & Values
Our ethos is centered on the belief that everyone seeks balance across various aspects of life: mind, body, and spirit, as well as in family, profession, and personal life. We extend this principle to financial well-being, aiming to provide financial balance that contributes to overall happiness.
Our approach is both forward-looking, focusing on long-term planning, and present-focused, addressing immediate financial needs. We value transparency in our services and compensation structure, welcoming client inquiries about whether services are commission-based or fee-based. This commitment to openness ensures clients feel respected and fairly compensated.
Team & Culture
We operate with a team of 1-10 employees.
Frequently Asked Questions
Libra Asset Management offers financial planning, financial advisory, wealth management, investments, insurance, retirement planning, and risk management services.
The company adopts a personalized approach, actively engaging with clients to understand their priorities and goals. It offers comprehensive planning, including accumulation, income, retirement, and estate planning, and adapts to clients’ evolving needs without fixed timelines.
Libra Asset Management maintains a transparent approach regarding fees, which can be commission-based or fee-based, and invites clients to inquire about compensation.
Libra Asset Management was founded in 2023.
Libra Asset Management is active in the Financial Planning, Financial Advisory, Wealth Management, Financial Literacy, Investments, Insurance, Planning, Retirement Planning, and Risk Management markets.
Libra Asset Management has 1-10 employees.
Libra Asset Management hires globally with a remote-first approach, allowing employees to work from anywhere.
Libra Asset Management is not actively hiring at the moment. Check back later for new opportunities.
Yes, Libra Asset Management is a remote-first company.
Libra Asset Management's website is atriawealth.com .
You can find Libra Asset Management on LinkedIn .
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