Raymond Liao Investment Advisor

Overview

Raymond Liao Investment Advisor is a single-owner, sole proprietorship that provides financial planning and discretionary portfolio management aimed at individuals and small businesses. The firm charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, and it identifies as an unclassified adviser rather than as a multi-state or institutional consultant. The adviser does not flag itself as an active ESG investor and is not positioned as a capital allocator or pension consultant. The firm lists industry relationships with an accountant, an insurance company, and a real estate broker, suggesting it works with complementary professionals to deliver planning, insurance solutions, and real estate-related advice. Services are oriented toward traditional planning and portfolio management rather than large-scale institutional mandates.

Investments & Alternatives

Location & Offices