Guilian DiLeonardo
Tax-efficient Wealth Management for high-income ($500k+) executives
Liberty One Wealth Advisors · Philadelphia, Pennsylvania
Guilian DiLeonardo is a fee-only financial advisor at Liberty One Wealth Advisors in Philadelphia, Pennsylvania, who holds the CFP credential. Guilian charges a percentage of assets and a flat fee or retainer and focuses on small business owners, retirement planning and equity compensation.
Request an introduction to Guilian →
Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Cross-border families
- Multi-generational families
About
Liberty One Wealth Advisors provides fiduciary, transparent financial planning, investment management, and tax strategies to help clients build wealth.
Services
- Wealth Management
- Tax Strategy
- Social Security Planning
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Liquidity & Exit Planning
- Investment Management
- Insurance Planning
- Financial Planning
- Family Wealth Transfer
- Estate Planning
- College/Education Planning
- Education Planning
- Cash Flow Planning
- Asset Allocation
- 401(k) & IRA Management
- Alternative Investments
- Executive Compensation
- Financial Advice & Coaching
- Insurance/Risk Management
- Life Transition Planning
- Pension Planning
- Portfolio Management
Facts
| Firm | Liberty One Wealth Advisors |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model | Percentage of assets · Flat fee or retainer |
| Works virtually | Yes |
| Languages | Mandarin |
| Accepting new clients | Yes |
| Assets under management | $100M - $500M |
| Firm founded | 2021 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in PA · CRD 6340775 |
| Exams passed | Series 66 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | libertyonewealth.com |
| Profile |
Request an introduction to Guilian
Tell Guilian a little about what you're looking for. Guilian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Guilian
Is Guilian DiLeonardo a fee-only financial advisor?
Yes. Guilian DiLeonardo is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Guilian's firm.
How does Guilian charge for financial advice?
Guilian charges a percentage of assets and a flat fee or retainer.
Does Guilian work with clients virtually?
Yes. Liberty One Wealth Advisors says on its website that it works with clients remotely.
What languages does Guilian work in?
Besides English, Liberty One Wealth Advisors offers service in Mandarin, according to its website.
Where is Guilian DiLeonardo based?
Guilian DiLeonardo is based in Philadelphia, Pennsylvania.
What does Guilian specialize in?
Guilian's specialties include small business owners, retirement planning, equity compensation, family wealth transfer, pension planning and real estate investors. Guilian works with high earners, HENRY (High Earners, Not Rich Yet), executives, founders and early-career professionals.
What credentials does Guilian DiLeonardo hold?
Guilian DiLeonardo holds the CFP credential.
Is Guilian DiLeonardo registered with the SEC?
Yes. Guilian DiLeonardo is registered as an investment adviser representative in PA (CRD 6340775), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Liberty One Wealth Advisors manage?
Liberty One Wealth Advisors reports $100M - $500M in assets under management.
How do I contact Guilian DiLeonardo?
Through Guilian's website, libertyonewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Liberty One Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
See something wrong? Request a correction. Read our methodology.