Our Firm

Eric and Bill are the managing partners of Liberty Wealth Management located in Bethesda, MD.  As an investment firm, we are able to choose several different money managers that fit our style of investing. We are financial firm dedicated to helping clients reach their retirement goals by making changes consistent with their individual goals and needs.  We differentiate our firm by employing a holistic approach to investing as we are always striving to preserve your assets. Our core philosophy is to reduce portfolio volatility by working closely with our clients to determine the appropriate risk level and by spreading the assets among different asset classes. We look to assist our clients reach their financial goals by helping them identify their short and long-term needs and recommend sound strategies designed to help them reach those goals. .


  • We've chosen an independent Broker/Dealer to avoid the traditional conflicts of interest that may occur at many other Wall Street firms. All brokerage assets are held by a third party clearing firm, Raymond James, inc.



By regulation, all individuals selling securities products must partner with a broker/dealer. We've chosen Chalice Wealth Advisors &  Chalice Capital Partners. This partnership ensures that you receive access to a wide variety of investment choices to complement your financial goals. It also helps us best serve you in a seamless and efficient manner by providing back office, investment, and technology support.





Liberty Wealth Management, LLC, providing investment management, financial planning, retirement planning, asset preservation, tax planning, insurance and estate planning. Advisory services offered through Chalice Wealth Advisors (CWA) an SEC registered investment adviser. Securities services offered through Chalice Capital Partners (CCP) member FINRA/SIPC.  CWA and CCP are affiliated entities. Please call us if you have any questions about our firm or the range of financial products and services we provide.