Brian Laible

About Brian Laible

Brian is Co-founder and Managing Partner of Landmark Wealth Management. Throughout his 25+ years of practicing wealth management, Brian’s focus is to consistently bring the highest level of service to his clients. Brian provides comprehensive wealth management to his clients, including investment strategies, portfolio management, retirement planning, tax and estate planning, college planning, insurance analysis, and general financial planning. Brian graduated from Canisius College on a full Presidential scholarship, graduating summa cum laude and first in his class in both Accounting and Finance. Brian pursued his MBA from the University of Notre Dame, where he graduated with honors. In 2012 Brian graduated from the University of Buffalo’s Center for Entrepreneurship Leadership program. He has served as the chairperson of the UB CEL alumni association. Brian has also served on the Canisius College Leadership Committee, the Buffalo Philharmonic Finance Committee, and the Sheas Performing Arts Development Committee. Brian currently serves on the Investment Committee of the Patrick P. Lee Foundation. He is also an elected Board of Education member for the Sweet Home Central School District. In 2011, Brian received Business First’s 40 Under 40 award, recognizing rising leaders in Western New York. Brian holds multiple licenses and designations, including being a Certified Public Accountant, Certified Investment Management Analyst, Certified Financial Planner, Personal Financial Specialist, Certified Estate and Trust Specialist, and Accredited Investment Fiduciary. He has also published numerous articles for the American Institute of CPA’s and the Investments & Wealth Institute.Brian lives in Amherst, NY with his wife, Jennifer, and his four children, Grace, Jack, Jane, and Anna.

Experience

1. Managing Partner

   Landmark Wealth Management

   Oct 2010 — Present

   Wealth Planning & Management, including investment advisory services, estate planning, tax planning, retirement planning, and general financial planning.

Education

• University of Notre Dame - Mendoza College of Business

  MBA, Finance

  2001 — 2002

• Canisius University

  Bachelor of Science, Accounting & Finance

  1995 — 1999

Skills

• Tax
• Wealth Management Services
• Financial Reporting
• Cpa
• Strategic Planning
• Accounting
• Finance
• Financial Analysis
• Financial Goals
• Certified Financial Planner
• Financial Planning
• Financial Modeling
• Investment Strategies
• Estate Planning
• Retirement Planning
• Auditing
• Certified Investment Management Analyst
• Certified Public Accountant
• Financial Advisory
• Financial Planners
• Asset Allocation
• Wealth Management
• Strategic Financial Planning
• Management
• Investments