Joe Ciliberti
Helping Families & Business Owners Plan Retirement and Major Liquidity Events
Thayer Partners, LLC · Wyndmoor , Pennsylvania
Joe Ciliberti is a fee-only financial advisor at Thayer Partners, LLC in Wyndmoor , Pennsylvania, who holds the CFP credential. Joe charges a percentage of assets and focuses on real estate investors, small business owners and retirement planning.
Request an introduction to Joe →
Specialties
Who they serve
- HENRY (High Earners, 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
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.
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
Facts
| Firm | Thayer Partners, LLC |
|---|---|
| Based in | Wyndmoor , Pennsylvania |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Assets under management | $500M - $1B |
| Firm founded | 2012 |
| Firm size | 6 - 20 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in FL · CRD 3274867 |
| Exams passed | Series 63 (2003) · Series 66 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | thayerpartnersllc.com/joe-ciliberti |
| Profile |
Request an introduction to Joe
Tell Joe a little about what you're looking for. Joe 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 Joe
Is Joe Ciliberti a fee-only financial advisor?
Yes. Joe Ciliberti 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 Joe's firm.
How does Joe charge for financial advice?
Joe charges a percentage of assets.
Does Joe work with clients virtually?
Yes. Thayer Partners, LLC says on its website that it works with clients remotely.
Where is Joe Ciliberti based?
Joe Ciliberti is based in Wyndmoor , Pennsylvania.
What does Joe specialize in?
Joe's specialties include real estate investors, small business owners, retirement planning, family wealth transfer, equity compensation and pension planning. Joe works with HENRY (High Earners, Not Rich Yet), ultra high net worth, high earners, founders and executives.
What credentials does Joe Ciliberti hold?
Joe Ciliberti holds the CFP credential.
Is Joe Ciliberti registered with the SEC?
Yes. Joe Ciliberti is registered as an investment adviser representative in FL (CRD 3274867), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Thayer Partners, LLC manage?
Thayer Partners, LLC reports $500M - $1B in assets under management.
How do I contact Joe Ciliberti?
Through Joe's website, thayerpartnersllc.com/joe-ciliberti.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Thayer Partners, LLC 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.