Our Services​

Shorepine Wealth Management provides fee-only, fiduciary financial advice to individuals, families, foundations, and endowments across Marin County, the greater San Francisco Bay Area and throughout the United States. Every recommendation is built on an evidence-based investment philosophy, with no commissions and no products to sell — just independent advice built around your goals.

Our services cover the full picture of your financial life: portfolio management rooted in disciplined, research-backed strategy; comprehensive financial planning that adapts as your life changes; and specialized guidance for retirement income, tax efficiency, estate coordination, education savings, and small-business retirement plans. Whether you’re managing a growing portfolio, planning for retirement, or navigating a major life transition, we integrate every piece into a single, coordinated plan.

With more than two decades of experience — including time as a securities analyst, a mutual fund industry professional, and Director of Research for both institutional and private clients — Marc Lieberman, CFA, brings institutional-level rigor to the personal attention of an independent firm. You get one advisor who knows your full financial picture, held to a fiduciary standard that puts your interests first, every time.