Aaron Lieberman

CFP®, CDFA®

Marathon Wealth Management, Inc.

Managing Director

Aaron Lieberman

CFP®, CDFA®

Marathon Wealth Management, Inc.

Managing Director

As a fee-only financial planner, my focus is to offer independent, objective and unbiased financial advice to help you achieve your life goals. - Aaron Lieberman, CFP®, CDFA®

Fee-Only financial planner located in Melville, NY, serving clients locally and across the country

Aaron Lieberman is a Melville, NY fee-only financial planner. Marathon Wealth Management, Inc. provides Financial Life Planning® to help families and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Aaron Lieberman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

 Aaron Lieberman is Managing Director at Marathon Wealth Management located in Melville, NY.

With more than two decades of experience in the financial industry, I assist clients in connecting their money with their values to help them confidently live fulfilling lives. As a Certified Financial Planner, CFP®   I take a client-centric, holistic approach to financial planning and develop Financial Life Plans that take into account a client's values and needs, while providing a strategy that allows them to work towards meaningful goals they have set for themselves.   My passion for helping others led me to the sector of Divorce Financial Planning.  After receiving my CDFA®designation in 2020, I became a proud member of both the Long Island Collaborative Divorce Professionals & the Long Island Divorce Mediation Peer Group. I am dedicated to empowering individuals or couples in making informed decisions regarding their financial future and will help navigate their divorce in a caring, compassionate and cost-effective way. 

 

Aaron Lieberman is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Connecting Your Money with Your Values to Help You Confidently Live a Fulfilling Life.

We believe that a Financial Life Plan® is a very powerful tool. It is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Planning your financial future can be a daunting task. That's where we come in. We're trained, life-centered financial professionals who can draw on years of experience of integrating financial planning & life planning. We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Aaron Lieberman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Aaron Lieberman is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Divorce Financial Analyst
    Aaron Lieberman is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

  • Financial Planning Association
    Aaron Lieberman is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Aaron Lieberman

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Office Locations:

  • 534 Broadhollow Road
    Suite 420
    Melville, NY 11747

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