LEIBMAN FINANCIAL SERVCES, INC.

Overview

Leibman Financial Servces, Inc. is an independent registered investment adviser that works primarily with individual and family clients, offering fee-based financial planning and portfolio management tailored to individuals and small businesses. The firm favors equity-oriented portfolios, with exchange-traded equities representing the single largest asset type on its books. Its advisory model is percentage-of-AUM fee driven and the firm operates under individual ownership. Leibman Financial Servces does not position itself as an ESG specialist, nor as a multi-state or pension consultant adviser. The firm combines a traditional equity tilt with allocations to external alternative managers. That blend suggests a core-satellite approach: public equities and ETFs form the core exposure while third-party alternatives and fixed-income instruments are used to add income, reduce volatility, and diversify away from pure market beta.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices