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"excerpt": " Fee-only Financial Advisor Tiburon CA | Shorepine Wealth --> --> --> --> --> --> --> --> --> --> --> --> --> --> --> --> --> --> --> --> --> --> --> --> Skip to content About Shorepine University Services Investment Management Financial Planning Value Driven Investments Foundations And Endowments Estate Guidance Educational Savings Small Company Defined Benefit And 401(K) Plans Blog FAQ Contact Client Login About Shorepine University Services Investment Management Financial Planning Value Driven Investments Foundations And Endowments Estate Guidance Educational Savings Small Company Defined Benefit And 401(K) Plans Blog FAQ Contact Client Login Search Independent Advice. Thoughtful Investing. A Long-Term Partnership. Our Services Get Started We are Different Not every advisor is required to put you first. We wouldn’t have it any other way. Shorepine Wealth Management is a fee-only, independent RIA serving individuals and families across Marin County, SF Bay Area, and beyond – with no commissions, no conflicts, and no compromises. We combine personalized financial planning with in-house institutional-level investment management, bringing the sophistication typically reserved for large institutions to the families we serve. Fee Only Basis We provide our services on a fee-only basis and we never get paid by the investment strategies we impliment. Our only incentive is to grow your wealth thereby aligning our interests and ensuring independence. Fiduciary Standard We hold ourselves to a fiduciary standard, which means we are required to work in your best interests in everything we do. We manage a portfolio built for you (the client) not us (the firm). Tax Efficiency We strive to manage your portfolios in the most tax efficient manner possible relative to your unique circumstances. Custom Strategies We help our clients achieve their goals by collaboratively building, implementing and monitoring unique portfolios in a cost-effective manner. Listen in as Marc and Pam talk about the types of clients Marc serves and how working with a truly knowledgeable, independent advisor can make a difference. Marc, who earned the prestigious Chartered Financial Analyst designation, tells us why he is so passionate about helping his clients — and the significance of the word “Shorepine” in his company name. As quoted in: Marc Lieberman is Quoted in Next Avenue: \"3 Smart Money Resolutions For 2021\" Marc Lieberman Speaks with Pam Krueger, Creator and Co-host of MoneyTrack on PBS at The Advisors Thought Leader Summit Marc Lieberman is Featured in Authority Magazine: \"5 Things To Look For When Hiring a Financial Planner or Financial Adviser, with Marc Lieberman and Tyler Gallagher\" Marc Lieberman is Quoted in Forbes: \"What Does The Future Hold For Financial Advisors?\" Marc Lieberman is Quoted on Zing by Quicken Loans: \"Is Borrowing from Your Retirement Really Such a Bad Idea?\" Marc Lieberman Presented \"The Top 5 Things a Broker Won’t Tell You\" for Sausalito Library Speaker Series Marc Lieberman is Quoted in Business Wire: \"CFA Society San Francisco Elects 2013-2014 Board of Directors\" What We Do For Our Clients Unbiased advice for Individuals, Foundations and Endowments Investment Management Financial Planning Educational Savings Value Driven Investments View All Services Ready to discuss your future? Our firm specializes in providing objective, independent advice not encumbered by the need to promote any one product or service. We work in a conflict free environment providing our service on a fee-only basis in the most efficient manner possible. Because not only is that the best thing for you, it’s the right thing. Select a date & time below, and let’s talk about your future… Proud Member of You’ve Got Questions Let us take a few minutes to answer them Call Email Facebook Linkedin Twitter SWM Newsletter Name Email Subscribe Awarded By : CFA Institute Copyright All Rights Reserved © 2026 - 1610 Tiburon Boulevard, Suite 202, Tiburon, CA 94920 ",
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