What AI says about Shrier Wealth Management

Shrier Wealth Management is a family-owned, independent investment advisory firm (since 1998) that provides objective financial planning and asset management for individuals, families, and foundations, backed by LPL Financial and free of proprietary products. The firm employs a time-tested, high-quality, value-oriented investment approach with a focus on risk management and tailored income planning across life stages. They also offer retirement planning for individuals and businesses (including setup of 401(k) and profit-sharing plans) and provide referrals to vetted professionals as needed.