About Us

Firm Overview

Louis C. Ciliberti & Associates, Ltd. has been providing Tax & Estate Planning, Business Consulting, Pension & Employee Benefits Consulting, Insurance Consulting and Wealth Management & Family Office solutions for several decades to a broad range of wealthy families, foundations and corporate clientele.

"Our passion is our desire to independently and objectively advise our clients regarding all aspects of their financial lives."

With our home office located in Plainview NY, we are strategically positioned to meet with and advise our clients in the Tri-State area.

Louis C. Ciliberti & Associates, Ltd. is a privately owned and completely independent consulting firm. We act as a Fiduciary. We prefer a fee based approach for our mutual benefit and our client's success. The Wealth Management team at Louis C. Ciliberti & Associates was created to help ensure the wealth you have is enhanced, preserved and ultimately transferred in accordance with your wishes. We pride ourselves on the ability to provide unbiased, comprehensive financial advice on every aspect of your financial life. The documented investment profile defines our client’s goals referencing return on investment objectives and tolerance for risk. These parameters define the criteria for your portfolio’s investment guidelines. This structure is intentional; it ensures our clients that any and all advice they receive from us remains objective.

Our comprehensive suite of services is designed to offer every client access to a team of professionals that truly has an understanding of their family and business. Clients have access to the expertise of our Private Wealth Management Team to ensure a comprehensive approach is being taken to maximize the net-after-tax-return on their investment portfolios. Corporate clients with over 50 employees are offered both Qualified Plan and Medical Benefits Plan Administration with a full service Third Party Administrator, including staff ERISA attorneys and actuaries at their disposal. Smaller employer groups are offered fully insured medical insurance and pension & 401(k) programs with creative designs and superior service.

"Success is a Well Served Client."

As the core principle of our mission statement every member of our firm lives by this goal which inspires us to develop even greater standards for client service and design.

Mission Statement: Louis C. Ciliberti & Associates strives to provide a comprehensive financial planning approach to wealthy entrepreneurs. Our personnel are educated, and work with enthusiasm toward our goal to provide effective solutions for our clients' questions regarding estate planning strategies, wealth management strategies, and employee benefits.

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