Josh Lieberman is a Certified Financial Planner Professional (TM) and Managing Director in the Chicago office of Lenox Advisors. Josh has over 15 years of experience working with high net worth clients, as well as corporate clients, to develop thoughtful and efficient planning strategies.
Josh works with individual clients and their families to develop comprehensive strategies to build, manage, and protect their wealth. The Lenox Team combines comprehensive spending tracking, accurate analysis of cash inflows and outflows, and realistic multiple scenario contingency planning in order to provide clients with peace of mind that their financial goals will be accomplished. Collaboration with other financial professionals, including accountancy, estate and trust planning, and other trusted advisors is at the core of this collaborative specialty.
With his corporate clients, Josh focuses on structuring in-depth employee benefit strategies and executive carve-out programs for key employees and senior management.
Josh is committed to the financial security and well-being of everyone he works with and is keenly familiar with servicing sophisticated high net worth individuals. Josh and his team embrace the idea of meeting and exceeding their client’s needs.
Josh graduated from Indiana University, and holds the CFP® designation from the Certified Financial Planner Board of Standards, Inc. Josh resides in Chicago, with his family, and enjoys spending his free time on the golf course.
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