Joe Ciliberti, CFP®
Helping Families & Business Owners Plan Retirement and Major Liquidity Events
Joe Ciliberti, CFP® · Wyndmoor , Pennsylvania
Is this you, Joe?
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About
At Thayer Partners, we are committed to helping you achieve your financial goals through personalized, comprehensive, and transparent wealth management services.
Why Choose Thayer Partners? Independent & Objective Advice: As an independent firm, we are free from the self-serving motives of larger investment firms, ensuring that our guidance serves and benefits our clients exclusively.
Personalized Service: We are small enough to know you personally, yet strong enough to deliver industry-leading resources.
Transparent Communication: We keep you informed in clear, uncomplicated terms, free of technical jargon, so you know exactly what to expect each step of the way.
Comprehensive Approach: Our services are designed to integrate all aspects of your financial life, providing a holistic approach to wealth management.
Who they serve
- HENRY (high earner, not rich yet)
- Ultra high net worth
- High earners
- Founders
- Executives
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Cross-border families
- Real estate investors
Services
- Wealth Management
- Social Security Planning
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Liquidity & Exit Planning
- Investment Management
- Insurance Planning
- Financial Planning
- Family Wealth Transfer
- Exit Planning
- Estate Planning
- Education Planning
- College/Education Planning
- Cash Flow Planning
- Asset Allocation
- 401(k) & IRA Management
- Tax Strategy
- Business Succession Planning
- Charitable Giving
- Debt Management
- Alternative Investments
- Trust Services
- Stock Option Planning
Structured record
| Name | Joe Ciliberti, CFP® |
|---|---|
| Firm | Joe Ciliberti, CFP® |
| Location | Wyndmoor , Pennsylvania |
| Fee model | Percentage of Assets (AUM) |
| AUM | $500M - $1B |
| Founded | 2012 |
| Firm size | 6 - 20 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 |
| Investment approach | Blend of both |
| Website | https://thayerpartnersllc.com/joe-ciliberti/ |
| https://www.linkedin.com/in/jciliberti/ |
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Specialties
- Real estate investors
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Pension planning
- Sustainable & impact investing