griffithcouple_000020437685-1500×600

Creating Strong

Partnerships with Our Clients

for More Than 15 Years

city_skyline-2393626-1500×600

Building Long-Term Wealth with a

Disciplined Investment Approach

boysinstream_000020217412-1500×500

Providing Families and Foundations with

Since 1998

Objective, Independent Advice

Invest with Shrier Wealth Management

Our goal is to improve our clients' financial position over time. We manage our clients' assets with an investment discipline that is rooted in time-tested, value-based principles.

Safeguarding Client Assets

The security of our clients’ assets is our highest priority. That is why we have chosen to work with LPL Financial, the Nation’s largest independent Broker Dealer.

Recognized by Barron's

For four consecutive years, Shrier Wealth Management has been among the top financial advisors selected to attend the Barron’s Top Independent Advisors Summit. We are proud to be among a group of industry leaders focused on sound wealth management strategies utilized to advance our clients' goals.

Latest Tweets

Zachary Shrier
Why doesn't time flow backwards? Caltech's Sean Carroll knows the answer. Very much worth 3 minutes to get intro… https://t.co/rZXHx3wyDb Read Tweet
29 Sep
Lindsay Bourkoff
I am honored to be a CFP® professional and humbled to be a part of such an experienced and knowledgeable community! @CFPBoard Read Tweet
20 Sep