Joshua Lieberman is a Managing Director in the Chicago office of Lenox Advisors, and offers a concierge approach to financial planning — distinguished by a personal touch and exceptional service. As a Certified Financial Planner®, Josh makes it simple for his clients to access best-in-class advice tailored to their specific needs. Whether they are focused on family, career, retirement, community involvement or some combination of these goals, Josh and his team can help create a clear plan of action. Serving as a single point of contact for his client’s financial lives, Josh helps to break down complexity, guide implementation and enable clear decision-making.
With over 15 years of experience in financial services, Josh has extensive experience in comprehensive estate structuring, wealth management, and insurance strategies for individuals and families. Business owner clients also benefit from Josh’s knowledge of designing in-depth employee benefits strategies and executive carve-out programs, to attract and groom executive talent, while building loyalty among their core group of employees.
- Insurance Strategies
- Investment Strategies
- Estate Planning
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheckSee Joshua’s Licenses and Disclosures