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JB Liebstein

Here to act in your best interests

About me

I made a life-altering career change and became a financial planner in 1996 and never looked back! I view money as a tool to live life with a purpose. As such, I take an active role in educating my clients and their families to help them achieve their financial goals by making smart decisions about their finances through sound advice, guidance, and encouragement. My wife and I enjoy traveling, hiking, biking and spending time with friends and family.



Chartered Financial Consultant®

Retirement Income Certified Professional®


Attended, University of Maryland

Attended, West Virginia University

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Washington DC V - North Bethesda

6550 Rock Spring Drive
Suite 510
Bethesda, MD 20817

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning