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Lieblich Financial Services

EST. AUM
$231,757,109

CONTACTS

CLIENT ACCOUNTS
688

Firm Details

Metro area New York City
CRD Number 343698
Website savlanwealth.com
Client types

Overview

Savlan Wealth Partners LLC is an independent, SEC-registered Registered Investment Adviser (RIA) headquartered in New City, New York. Operating alongside Lieblich Financial Services and Kemple Financial, the fee-based firm provides personalized wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, and small business owners. Operating under a fiduciary standard, Savlan Wealth Partners develops customized multi-asset portfolios focused on diversified asset allocation, tax efficiency, income planning, risk management, and long-term capital preservation.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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