Seth Liskey

It’s essential to have a trusted advisor for guidance and continued support in an industry that some view as complicated and overwhelming. Seth’s approach to the financial planning process avoids an intimidating experience and, instead, leads our clients to a precise, understandable, and individualized experience.

Seth began his career with Susquehanna International Group as a Trader and then transitioned to Edward Jones as a Financial Advisor, where he gained 14 years of valuable experience. Seth graduated from the University of Virginia in 2004 and double majored in Systems Engineering (with a concentration in Financial Modeling) and Economics.

From a young age, Seth knew that he wanted a career that combined helping others with mathematics and solving complex problems because of his love of puzzles. His mother was a special education teacher, and his father was a small business owner. As a child, both of his parent’s careers interested him. He was fascinated and would observe all of the business functions, even helping with the books. He learned from the interactions he saw between positions like CPAs and attorneys because of the value that legal and financial structures brought to a small business.

Seth is a trusted resource for his clients, leveraging his extensive experience to tackle even the most complex scenarios. As a Certified Financial Planner®, Seth is passionate about developing efficient estates that achieve intergenerational goals for high-net-worth individuals. He also remains committed to small business owners as a Certified Exit Planning Advisor®, working with business owners and their teams to create companies that are more profitable, more attractive to sell, and more enjoyable to own. Seth is adept at devising clear-cut plans that help alleviate stress while mitigating potential risks.